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Financial Planning Coordinator

2 months ago

Fareham, Hampshire, United Kingdom Reed Full time
Client Services Administrator

We are seeking a highly organized and delivery-oriented Client Services Administrator to join our team in Whiteley. As a key member of our financial planning and discretionary investment management house, you will be responsible for providing exceptional customer service and supporting the growth of our business.

Key Responsibilities:
  • Deliver an excellent level of service to our clients, ensuring their needs are met and exceeded.
  • Effectively onboard new clients and service existing ones, building strong relationships with customers, advisers, and paraplanners.
  • Contribute positively to team morale and energy, demonstrating a strong team player attitude.
  • Communicate effectively with clients through various mediums, including telephone and email.
  • Participate in projects within the business, demonstrating a willingness to adapt and learn.
Requirements:
  • CII or RO part qualified, with a strong understanding of investment products, including ISAs, Pensions, and Bonds.
  • Experience with CRM systems and a proven ability to work efficiently.
  • Strong passion for delivering excellent customer service and a self-starter attitude.
  • Ability to work independently and as part of a team, with a flexible approach to working patterns.
What We Offer:
  • A competitive salary of £28,000 - £32,000, depending on experience.
  • Hybrid working setup, with 2 days per week in the office and the remainder at home.
  • 28 days' holiday, plus bank holidays, and a range of benefits, including life assurance, income protection, and a pension.