Client Support Coordinator

16 hours ago


Fareham, Hampshire, United Kingdom Atomos Investments Limited Full time
Job Description

We are a growing wealth management firm located in Fareham, seeking an experienced and self-motivated individual to join our Hub team as a Client Planning Advisor. The ideal candidate will have a strong background in administrative support and excellent communication skills.

The successful applicant will be responsible for coordinating Financial Planner's diaries, arranging client meetings, preparing documentation, and ensuring accurate data entry. This is an exciting opportunity for someone looking to develop their career in financial services and gain experience in a fast-paced environment.

Key responsibilities include:

  • Liaising with 3rd party providers and navigating provider platforms
  • Coordinating Financial Planner's diaries and arranging client meetings
  • Preparing documentation for client appointments and meetings
  • Ensuring accurate and timely data entry

A competitive salary of £25,000 - £30,000 per annum, depending on experience, is on offer, along with a range of benefits including a pension scheme, private medical insurance, and life assurance.



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