Client Services Coordinator

3 weeks ago

London, Greater London, United Kingdom Recruitment Rebellion Full time

Are you a skilled administrator seeking a rewarding opportunity in the financial services sector? Recruitment Rebellion is looking for a dedicated and enthusiastic individual to join our team as a Client Services Coordinator. This position is ideal for those aiming to transition or advance within the financial planning field.

Role Overview:

As a Client Services Coordinator, you will collaborate closely with our knowledgeable financial advisers, playing a vital role in providing outstanding service to our clients. You will engage in a variety of financial planning activities, gaining invaluable experience and insights into the wealth management industry. Our supportive team environment will enable you to enhance your skills, embrace new challenges, and carve out your career path.

Key Responsibilities:

  • Deliver comprehensive administrative and technical support to our financial advisers.
  • Coordinate adviser schedules and assist during client consultations to ensure seamless operations.
  • Prepare and submit applications to financial providers, ensuring accuracy and timeliness.
  • Maintain and update back-office systems and client records to enhance operational efficiency.
  • Process investment instructions and collaborate with paraplanners for smooth service delivery.
  • Foster and maintain strong relationships with clients and service providers.

Qualifications:

  • At least 2 years of administrative experience.
  • Exceptional written and verbal communication skills, with the ability to build rapport with clients and colleagues.
  • Strong organizational abilities and keen attention to detail.
  • Proficiency in Microsoft Office and a quick aptitude for learning new software.
  • A positive mindset, strong work ethic, and eagerness to learn and take on new challenges.
  • Unrestricted right to work in the UK.

Benefits:

  • Competitive salary ranging from £28,000 to £35,000, based on experience.
  • Excellent opportunities for career advancement and professional development.
  • Flexible working arrangements, including hybrid options and potential for a 4-day work week.
  • A supportive and inclusive workplace 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 committed to excellence in the financial planning sector. Our mission is to provide exceptional service and build lasting relationships with our clients, guiding them towards their financial objectives through tailored advice and support. We pride ourselves on our integrity and dedication to client satisfaction.

Application Process:

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 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 inform us.

This position is open for applications, and we encourage candidates to apply as soon as possible. Only shortlisted candidates will be contacted.

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