Client Management Coordinator

6 days ago


St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

Purpose of the Role

To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firm's Financial Planners with day-to-day client management.

Key Responsibilities:

  • To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
  • Effectively and efficiently onboarding new clients and servicing existing clients.
  • Building effective relationships with customers, advisers, and paraplanners in your immediate business unit.
  • Positively contributing to the team morale and energy, being a great team player.
  • Communicating with clients effectively through various mediums.
  • Willings to get involved in projects within the business, which may occur from time to time.

Essential Attributes:

  • The successful candidate will be delivery-oriented and a well-organized individual, with experience within a financial planning environment.
  • We are looking for someone who is CII or RO part qualified.
  • Knowledge of investment products, such as ISAs, Pensions, and Bonds.
  • Experience of using CRM systems.
  • Be a good team player.
  • Experience of challenging the status quo in respect of processes.
  • A strong passion for delivering excellent customer service.
  • A self-starter, who owns their own development journey.

About This Opportunity

This is an excellent opportunity to work closely with the directors of a small and well-regarded IFA practice and have a key role in driving the business forward.



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