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Client Services Coordinator

2 months ago


Bristol, Bristol, United Kingdom Search Full time
About the Role

We are seeking a highly organized and detail-oriented Client Services Administrator to join our dynamic team at Search. As a key member of our finance team, you will play a vital role in delivering exceptional services to our clients and advisers.

Key Responsibilities
  • Manage client files and process financial transactions with accuracy and efficiency.
  • Liaise with providers to ensure compliance with FCA regulations and maintain high-quality record keeping.
  • Utilize strong interpersonal skills to build strong relationships with clients and colleagues.
  • Contribute to a seamless financial planning experience for clients through effective time management and attention to detail.
Requirements
  • Detailed knowledge of the FCA's rules and requirements.
  • Detailed knowledge of the FCA's and the firm's record keeping requirements.
  • Broad knowledge of the financial services sector.
  • Full FPC/CFP qualified or working towards Diploma Qualification.
About Search

Search is an equal opportunities recruiter, committed to providing a supportive and inclusive work environment. We welcome applications from all suitably skilled or qualified applicants, regardless of their background or experience.