Financial Services Coordinator

2 weeks ago

Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Client Services Administrator - Bath

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.

Key Responsibilities:

  1. Provide exceptional aftercare to our existing clients, ensuring their needs are met and exceeded.
  2. Support our advisers with information requests, maintaining accurate and up-to-date client records.
  3. Organize and manage campaigns throughout the year to optimize client engagement and retention.
  4. Assist with top-ups, transfers, and withdrawals, ensuring seamless client experiences.
  5. Manage the client annual review process, ensuring timely and accurate reporting.
  6. Send quarterly valuation reports to clients, providing valuable insights and updates.

Data Processing:

  1. Input and update client information into our CRM system, ensuring data accuracy and integrity.
  2. Generate reports to monitor company performance, identifying areas for improvement.
  3. Develop CRM processes to enhance efficiency and productivity.
  4. Utilize mail merges to contact clients for unused allowances and annual review reminders.

Ad Hoc Tasks:

  1. Maintain Continuous Professional Development (CPD) by attending seminars and completing exams, staying up-to-date with industry developments.
  2. Internal and external file checks, ensuring compliance and accuracy.
  3. Utilize our compliance help desk to stay informed about regulatory changes.

Requirements:

  1. A degree-level education or previous work experience in an office environment, demonstrating a high level of proficiency.

We are looking for a bright, organized, and hardworking individual who can demonstrate:

  1. Excellent written communication skills, with the ability to craft engaging and professional correspondence.
  2. A professional telephone manner, with the ability to build strong relationships with clients and colleagues.
  3. Strong time management and multitasking skills, with the ability to prioritize tasks and meet deadlines.
  4. A systematic and methodical approach to tasks, with attention to detail and accuracy.
  5. Advanced IT literacy, with proficiency in Microsoft Office and the ability to learn new software.
  6. A hardworking and positive attitude, with a strong commitment to delivering exceptional client service.
  7. A good team player, with the ability to work collaboratively with colleagues to achieve shared goals.

This is an excellent opportunity to join a dynamic team who pride themselves on delivering exceptional client service. If you are a motivated and organized individual with a passion for the financial services sector, we encourage you to apply.

  • Financial Services Coordinator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Planning Specialist

    1 day ago

    Bath, Bath and North East Somerset, United Kingdom Exchange Street Claims & Financial Services Full time

    Client-Centric Financial PlanningAt Exchange Street Claims & Financial Services, we prioritize our clients' needs above all else. Our Financial Planning Specialist role is designed to provide exceptional service to our existing client base, with a focus on retention and satisfaction.As a Financial Planning Specialist, you will inherit a portfolio of clients...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorAn esteemed IFA firm in Bath is seeking a skilled administrator to join their team. This role offers a unique chance to work in a dynamic environment, supporting the delivery of exceptional client services.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement and bank holidaysComprehensive...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorAn esteemed IFA firm in Bath is seeking a skilled administrator to join their team. This role offers a unique chance to work in a dynamic environment, supporting the delivery of exceptional client services.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement and bank holidaysComprehensive...

  • Financial Services Coordinator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specializing in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...

  • Financial Services Coordinator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specializing in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...

  • Financial Services Coordinator

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Client Services Administrator - BathWe are seeking a highly organized and detail-oriented individual to join our client services team. As a Client Services Administrator, you will play a crucial role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.The RoleYou will be responsible for providing a high level...

  • Financial Planning Coordinator

    4 days ago

    Bath, Bath and North East Somerset, United Kingdom Recruit UK Full time

    Job Title: Financial Planning CoordinatorRecruit UK is working with a renowned wealth management firm looking for a Financial Planning Coordinator.This firm prioritises collaboration and is committed to achieving the best outcomes for both clients and staff.The successful candidate will be responsible for processing letters of authority, new business and...

  • Financial Services Coordinator

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Client Services Administrator - BathWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...

  • Financial Services Coordinator

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Client Services Administrator - BathWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...

  • Financial Services Administrator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom mbf. Full time

    Administrative Support Role in Financial ServicesWe are seeking a highly organized and detail-oriented professional to join our team as an Administrator in Financial Services. As a key member of our team, you will provide administrative support to senior members and manage a portfolio of existing clients, ensuring they receive the highest level of...

  • Financial Services Administrator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom mbf. Full time

    Administrative Support Role in Financial ServicesWe are seeking a highly organized and detail-oriented professional to join our team as an Administrator in Financial Services. As a key member of our team, you will provide administrative support to senior members and manage a portfolio of existing clients, ensuring they receive the highest level of...

  • Financial Services Administrator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom mbf. Full time

    Administrative Support Role in Financial ServicesWe are seeking a highly organized and detail-oriented professional to join our team as an Administrator in Financial Services. As a key member of our team, you will provide administrative support to senior members and manage a portfolio of existing clients, ensuring exceptional service delivery.Key...

  • Financial Services Administrator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom mbf. Full time

    Administrative Support Role in Financial ServicesWe are seeking a highly organized and detail-oriented professional to join our team as an Administrator in Financial Services. As a key member of our team, you will provide administrative support to senior members and manage a portfolio of existing clients, ensuring exceptional service delivery.Key...

  • Support Services Coordinator

    1 week ago

    Bath, Bath and North East Somerset, United Kingdom You First Support Services CIC Full time

    Job Title: Support Services CoordinatorJob Summary:We are seeking a highly skilled Support Services Coordinator to join our team at You First Support Services CIC. As a key member of our management team, you will be responsible for providing operational support to our support workers, ensuring the delivery of high-quality services to our clients.Key...