Client Services Coordinator

3 weeks ago

London, Greater London, United Kingdom Recruitment Rebellion Full time

Are you a skilled administrator seeking a fresh opportunity in the financial services sector? Recruitment Rebellion is on the lookout for a dedicated and proactive individual to join our dynamic team. This position is ideal for those aiming for a career transition or advancement within the financial planning arena.

The Role:

As a Client Services Coordinator, you will have the exceptional chance to collaborate closely with our seasoned financial advisers, playing a vital role in delivering outstanding service to our clientele. You will engage in a variety of financial planning activities, gaining invaluable experience and insights into the wealth management industry. Our cohesive team and encouraging work environment will offer you the perfect platform to enhance your skills, embrace new challenges, and shape your career trajectory within the organization.

Key Responsibilities:

  • Deliver comprehensive technical and administrative assistance to our financial advisers.
  • Oversee adviser schedules and support during client consultations to ensure seamless operations.
  • Prepare and submit applications to providers, ensuring precision and timeliness.
  • Maintain and update back-office systems and client records to enhance operational efficiency.
  • Process investment directives and collaborate with paraplanners to guarantee smooth service delivery.
  • Establish and nurture strong relationships with clients and providers.

Qualifications:

  • At least 2 years of administrative experience.
  • Exceptional written and verbal communication skills, with the ability to foster rapport with clients and colleagues.
  • Strong organizational abilities and meticulous attention to detail.
  • Proficiency in Microsoft Office and the capability to quickly adapt to new software applications.
  • A positive attitude, strong work ethic, and a willingness to learn and embrace new challenges.
  • Unrestricted right to work in the UK.

Benefits:

  • Competitive salary ranging from £28,000 to £35,000, commensurate with experience.
  • Excellent opportunities for career advancement, professional development, and progression within the organization.
  • Flexible working arrangements, including hybrid options and the potential for a 4-day work week.
  • A supportive and inclusive work environment that values your contributions and well-being.
  • The opportunity to make a significant impact on clients' financial well-being and assist them in achieving their goals.

About Us:

Recruitment Rebellion is a committed team of financial planning professionals dedicated to providing exceptional service and building lasting relationships with our clients. Our mission is to guide clients towards their financial objectives through tailored advice and support, with a strong emphasis on excellence, integrity, and client satisfaction.

To Apply:

If you possess the unrestricted right to work in the UK and believe you have the skills and experience to excel in this role, please submit your tailored CV highlighting your relevant experience and key achievements. Our application process is designed to be fair, straightforward, and inclusive. If you require any reasonable adjustments during the application or interview process, please let us know.

This advert will remain open for applications, but we encourage candidates to apply early as the interviewing process may commence at any time. Only shortlisted candidates will be contacted.

Keywords: Client Support, Client Service, IFA Administrator, Financial Services Administrator, Financial Planning, Wealth Management, Pensions, Investments, Financial Services Career.

Join Recruitment Rebellion and become an integral part of our growing team where you can build a rewarding career in the financial services industry.

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