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Client Service Coordinator

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Recruitment22 Full time

Job Opportunity: Client Services Administrator

About the Role:

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Recruitment22. As a Client Services Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.

Key Responsibilities:

  • Arrange client meetings and onboard new clients
  • Process LOA's and other regulatory documentation
  • Prepare client meeting packs and obtain accurate policy information
  • Produce valuations and generate illustration reports

Requirements:

  • Previous experience as a Client Services Administrator, directly supporting Financial Advisers
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • Competitive salary of £25,000-£27,000
  • Study materials and exams paid for to achieve the Level 4 Diploma in Regulated Financial Planning (DipPFS)
  • Internal training and accreditation scheme
  • Opportunities to progress into Paraplanning
  • Yearly bonus linked to company profit
  • 25 Days holiday plus bank holidays
  • Pension
  • Private Health Care after successful completion of probation period
  • Private Medical Insurance cash plan covering additional areas including dental/opticians
  • Office hours are 8.30am to 5pm with an early finish on a Friday