Client Services Coordinator
5 days ago
We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Ashdown Group. This is an exciting opportunity to support our Advisors with business tasks and business processing, with a strong focus on client meetings.
The successful candidate will be responsible for:
- Making appointments and preparing client meeting packs
- Answering and logging all client calls
- Inputting CFR documents on Salesforce
- Processing fund switches, rebalances, and withdrawals
- Preparing business submission documents
- Liaising with the Paraplanning team
- Ensuring GDPR & FCA protocols are adhered to
This role would suit a proven Administrator with Wealth Management experience and a strong understanding of business processes.
Benefits:
- Performance Related Bonus
- Pension
- Private Healthcare
- Private Medical Insurance
- Cash Plan (Dental/Opticians etc)
- 25 days holidays excluding bank holidays
We offer a competitive salary of GBP23,000 - GBP27,000 plus benefits, making this an attractive opportunity for the right candidate.
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