At a Glance
- Tasks: Assist Independent Financial Advisers with client administration and reporting tasks.
- Company: Join a well-established financial services firm in Colchester.
- Benefits: Up to £35,000 salary, flexible benefits, wellness platform, and professional development support.
- Other info: Enjoy hybrid working and excellent career advancement opportunities.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Experience in administration, strong communication skills, and a desire for professional growth.
The predicted salary is between 35000 - 35000 £ per year.
I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office.
Purpose of the role:
- To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients.
- To undertake the required number of chargeable hours for the department.
- To complete tasks in an efficient and timely fashion.
Knowledge and experience:
- It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services.
- A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo.
- Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients.
- Understand the advice process and the need for a commercial relationship with clients.
- Strong communication skills and excellent analytical skills.
- Good team player with a flexible approach.
Key responsibilities:
- Maintenance of client and portfolio records.
- Preparation of client files for annual or half yearly reviews.
- Process client new business and general client administration as required.
- Communicate with clients on case progress.
- Preparing necessary paperwork and application forms for client meetings.
- Managing WIP and invoicing.
- Communicate with product providers on case progress compliance issue and record keeping.
Salary: Up to £35,000.00, this is dependent on experience and qualifications.
Benefits:
- Life cover 4 x salary
- Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).
- Wellness platform with 24/7 GP access
- Shopping discounts platform
- Support to obtain professional qualifications with study leave and financial support with exam material
- Enhanced maternity and paternity leave
- Health Care Cash Plan
- Enhanced employer pension contributions
- Hybrid working (3 days in the office, 2 days from home, post probation)
- 9-5 - Mon-Fri
Client Services Coordinator. Job in Mile End LilyLifestyle Jobs in Colchester employer: United Cerebral Palsy of Georgia
Join a dynamic team as a Client Services Coordinator in our well-established Colchester Office, where we prioritise employee growth and well-being. Enjoy a supportive work culture that offers flexible working arrangements, comprehensive benefits including enhanced maternity and paternity leave, and opportunities for professional development with financial support for qualifications. With a focus on client satisfaction and teamwork, this role provides a meaningful career path in the financial services sector.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Coordinator. Job in Mile End LilyLifestyle Jobs in Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and financial administration. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience with Microsoft Office and any relevant software like Curo. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Services Coordinator. Job in Mile End LilyLifestyle Jobs in Colchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Services Coordinator role. Highlight your experience with client administration and any relevant qualifications, like the Certificate in Financial Services. We want to see how your skills match what we're looking for!
Show Off Your Skills:Don’t forget to showcase your organisational and planning skills! Mention any experience you have with Microsoft Office or industry software like Curo. We love seeing strong communication and analytical skills, so make those shine through in your application.
Be Clear and Concise:When writing your cover letter, keep it clear and to the point. Explain why you're a great fit for the role and how you can contribute to our team. We appreciate straightforward communication, so avoid fluff and get straight to the good stuff!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry. Familiarise yourself with the advice process and the role of an IFA Administrator. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Skills
Highlight your organisational and planning skills during the interview. Be ready to discuss how you've managed client records or prepared files for reviews in the past. Use specific examples to demonstrate your experience with Microsoft Office and any relevant software like Curo.
✨Communicate Clearly
Strong communication skills are key for this role, so practice articulating your thoughts clearly. Think about how you would explain complex information to clients or colleagues. You might even want to prepare a few scenarios where you successfully communicated case progress to clients.
✨Be a Team Player
Since this role requires collaboration, be prepared to discuss your experiences working in a team. Share examples of how you've contributed to team goals or supported colleagues in achieving their tasks. A flexible approach is essential, so highlight your adaptability in different situations.
