Client Services Administrator (Wealth Management)
Stellenbeschreibung
Texte original importé depuis Reed
Our client is looking for a Client Services Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available.
Main Duties and Responsibilities:-
- Achieve a comprehensive understanding of the new business process and assist to develop where necessary.
- Submitting all forms of new business.
- Creating New Business Event and updating once on risk / NTU’d.
- Ensuring that cases are progressed to the point of transfer completion and plans are put on risk.
- Updating X-Plan with full plan details.
- Follow the correct procedures to close off transferred / re-broked plans.
- Adding fund accounts and initial funds – including full account details e.g. risk profile, account type, mandate etc.
- Downloading all contract notes and saving to client records.
- Send communication to client once new plans are in place, along with policy documents, where applicable.
- Send fortnightly communications to the Advisers with updates on their cases.
- Ensure all cases are signed off by the Compliance Department and all pre- submissions are progressed until completion.
- Liaising with clients to arrange medical appointments.
- Following and updating threads on X-Plan and ensure all tasks are closed off on completion.
- Fund switches where new business is completed.
- Any other reasonable task that may be asked of you.
Salary is expected to be in the range of £30k (DOE.)
If you are interested in applying for this position then please forward your CV to Sam at Artemis Recruitment.
Extrahierte Schlüsselkompetenzen
Unsere KI hat die Stelle analysiert, um die erwarteten Kompetenzen zu identifizieren.
Unsere Tipps für Ihre Bewerbung
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Highlight your X-Plan experience prominently in your skills section — the advert names it explicitly as the core CRM system used daily.
📊 Quantify your administrative workload: e.g. 'Processed 80+ new business cases per month across ISA, pension and investment wrappers'.
🎯 Tailor your CV to reference compliance sign-off procedures and pre-submission workflows, as the advert stresses Compliance Department liaison as a key duty.
🌐 Include any experience liaising with financial advisers or clients directly — the role requires fortnightly adviser updates and client communications about new plans.
🤝 Demonstrate familiarity with wealth management terminology (risk profile, mandate, NTU, re-broking) in your personal statement to signal immediate sector fit.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Administered 60+ active new business cases monthly on X-Plan, tracking each from initial submission through compliance sign-off to plan activation with a 98% on-time completion rate.
- •Produced fortnightly written case-update reports for a panel of 12 financial advisers, reducing inbound adviser queries by 30% over a six-month period.
- •Processed fund switches and contract note downloads for an investment book of 200+ client accounts, ensuring all records were updated within 24 hours of transaction confirmation.
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Votre lettre de motivation est prête
Nous avons rédigé une lettre pour Artemis Recruitment Consultants Ltd. Découvrez l'ouverture, puis débloquez la version complète personnalisée.
Aperçu — adapté à Artemis Recruitment Consultants Ltd
Dear Hiring Manager,
Artemis Recruitment's vacancy for a Client Services Administrator within a Canterbury-based wealth management team is a strong match for my background in financial services administration. Having worked with CRM platforms to manage new business pipelines end-to-end — including compliance sign-off and fund account setup — I am confident I can contribute from day one. My experience processing contract notes, updating client records and coordinating pre-submission workflows aligns directly with the duties outlined in your advert.
My background in wealth management administration has equipped me with a thorough understanding of new business procedures, from initial submission through to transfer completion and plan activation. I am comfortable liaising with both advisers and clients, producing clear written updates and ensuring all cases are progressed and closed off accurately within agreed timeframes.
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Wahrscheinliche Interviewfragen
10 questions générées à partir de cette offre.
Technische
- ›How have you used X-Plan (or a similar CRM) to manage client records and track new business cases through to completion?
- ›Can you walk us through the new business submission process you have followed in a previous role, including compliance sign-off stages?
- ›How do you handle fund switches within a new business workflow, and what checks do you apply before processing?
- ›Describe how you have managed contract note downloads and ensured they are correctly saved to client records.
- ›What steps do you take when a case is NTU'd (Not Taken Up) to close it off correctly and update relevant records?
Verhaltensbezogene
- ›Tell me about a time you managed multiple new business cases simultaneously and how you prioritised to meet deadlines.
- ›Describe a situation where you identified an error in a client record or submission before it reached compliance — what did you do?
- ›Give an example of when you had to communicate a delay or issue to an adviser or client and how you handled that conversation.
- ›Tell me about a time you had to learn a new internal process or system quickly — how did you approach it?
- ›Describe a situation where attention to detail prevented a significant administrative error in a financial services context.
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Tell me about a time you managed multiple new business cases simultaneously and how you prioritised to meet deadlines.
Describe a situation where you identified an error in a client record or submission before it reached compliance — what did you do?
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