At a Glance
- Tasks: Support clients through the lending process and manage case pipelines.
- Company: Growing financial services business in Pontypridd with a customer-focused team.
- Benefits: Up to £30k salary, bonus scheme, pension, and 25 days annual leave.
- Other info: Great opportunities for progression and a collaborative work environment.
- Why this job: Kickstart your career in finance while providing top-notch customer service.
- Qualifications: Admin experience in finance or legal, strong numerical skills, and attention to detail.
The predicted salary is between 29250 - 35750 £ per year.
Client Support Executive Pontypridd - Office-based Up to £30,000 Full-time, Permanent About the Role Yolk Recruitment is supporting a growing financial services business in Pontypridd with the recruitment of a Client Support Executive.
This is an excellent opportunity for someone looking to develop their career within property finance and financial services.
You will join a busy, customer-focused team, initially working closely with Relationship Managers to support clients throughout the lending process.
You'll play an important role in ensuring cases progress smoothly, providing excellent customer service and maintaining strong relationships with clients, brokers and other professional contacts.
Key Responsibilities Support Relationship Managers with the management of client cases from initial enquiry through to completion.
Review and interpret key financial information, including credit searches, bank statements, financial accounts, property valuations and business appraisals.
Manage a high-volume pipeline of cases while ensuring service standards and lending policies are followed.
Build strong working relationships with brokers, customers, surveyors, solicitors and internal teams.
Liaise with credit risk, finance, administration and other teams to ensure all lending requirements are satisfied.
Handle telephone and email enquiries professionally and efficiently.
Ensure all regulatory, compliance and internal policy requirements are followed.
Check the accuracy and authenticity of client information and maintain detailed case records.
Update and maintain accurate information on the company's case management system.
Communicate information clearly and effectively to relevant internal and external stakeholders.
Maintain an awareness of fraud prevention and associated risks.
Provide consistently high levels of customer service throughout the lending process.
Experience Previous admin experience within finance or a legal setting would be ideal.
Strong numerical and analytical skills.
Excellent attention to detail and accuracy.
Strong written and verbal communication skills.
The ability to manage a busy workload and multiple cases simultaneously.
Good time management and organisational skills.
A self-motivated approach with the ability to work independently.
The confidence to build positive relationships with customers and external stakeholders.
A collaborative approach to working with colleagues across different teams.
An interest in developing a career within financial services and property finance.
Benefits Basic Salary up to £30k Company bonus scheme Company pension 25 days' annual leave plus bank holidays, increasing with length of service Death in service benefit Multiple progression routes within the business
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Client Support Executive in Slough employer: Yolk Recruitment Limited
As a leading manufacturing business based in Swansea, we pride ourselves on fostering a dynamic work culture that encourages innovation and collaboration. Our commitment to employee growth is evident through our comprehensive training programmes and opportunities for career advancement, making us an excellent employer for those seeking meaningful and rewarding roles in the engineering sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Executive in Slough
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Yolk Recruitment Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Yolk Recruitment Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Yolk Recruitment Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Support Executive in Slough
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Yolk Recruitment Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Yolk Recruitment Limited how you can be a team player!
How to prepare for a job interview at Yolk Recruitment Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Yolk Recruitment Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Yolk Recruitment Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
