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Client Support Coordinator

2 months ago

Reigate, Surrey, United Kingdom mbf. Full time
About the Role

We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at mbf. in Reigate, Surrey. As a key member of our financial advisory firm, you will play a vital role in providing exceptional support to our financial advisers and clients.

Key Responsibilities
  • Provide comprehensive administrative support to our financial advisers, including compiling and generating financial reports, utilizing analytical tools, and handling client inquiries.
  • Assist in client meetings by managing appointment scheduling, preparing financial documents, and coordinating follow-up actions.
  • Serve as the primary point of contact for assigned clients, ensuring exceptional customer service at all times.
  • Communicate with providers and other third parties to gather financial information on behalf of clients.
What We Offer
  • A close-knit and supportive work environment with a positive atmosphere and a great team.
  • A comprehensive benefits package, including mentorship opportunities and fully funded exam support.
  • Flexible working hours, ideal for professionals seeking reduced hours, such as those returning to work after a career break with a background in financial services.
  • A hybrid work model, with the option to work from home two days a week after a successful three-month training period.
  • A competitive salary range of up to £35,000, depending on experience.
About Us

mbf. is a well-established and highly regarded Independent Financial Advisory firm dedicated to finding the right fit for our team. We value a positive and enjoyable workplace and are committed to supporting our employees in their careers.