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Client Service Coordinator, Asset Management

2 months ago

Hatching Green, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth Ltd is representing a highly successful, independent, Financial Advisory business in the UK who are currently looking to recruit a Junior Financial Planning Administrator to join their team.

The business deals with private clients/individuals relating to pension, investment, protection, and mortgage advice, working towards ensuring financial security with their expert guidance.

The practice is recognised as a leading, independent Financial Advisory business with an enviable reputation.

You will be working alongside experienced team members offering administration support to the Paraplanners & Financial Planners.

Key Responsibilities:
  • Delivering exceptional client service, consistent with developing and maintaining outstanding relationships.
  • Keeping client records updated at all times, updating client plan data, and scanning any policy details or correspondence to client files.
  • Extracting information from platforms on portfolios and fund/plan performance.
  • Ensuring that financial transactions are completed correctly and files are fully compliant with regulatory requirements.
  • Project work and other ad-hoc tasks.
  • Excellent communication skills.
  • Experience in Financial Services and/or professional industry would be advantageous.
  • A good base knowledge of IT systems including MS Office applications.
  • Flexible attitude with strong agile thinking.

The business offers a rewarding career for all their staff with excellent management support, regular appraisals, and annual salary reviews.

This is a superb opportunity that can cater for training, development, progression, exam support, and a clear route to Paraplanning if desired.

If you have worked in the professional industry or already in Financial Services (provider, insurer, mortgages, etc.),

Recruit Wealth Ltd have supported the business for many years, and we hold the practice in extremely high regard.

An excellent salary, company benefits, superb modern offices, hybrid working, and a collaborative team are all available.

Please apply to us for an immediate response.