Financial Services Operations Coordinator

22 hours ago


East Liverpool, Ohio, United Kingdom Mitchell Hall Consulting Full time

Mitchell Hall Consulting is seeking a highly skilled Client Relationship Manager to join their Liverpool office. As a pivotal member of the team, you will play a crucial role in supporting the growth and success of the Wealth Management practice.

The successful candidate will have a strong background in financial services administration, with experience working in an IFA/Wealth office or Financial Services business. A competitive salary package is on offer, estimated at £32,500 per annum, depending on experience, along with benefits such as pension, holiday entitlement, and others.

Job Description:

  • Assist in new business admin, client suitability letters, client queries/portfolios, and other aspects of financial services administration.
  • Develop and maintain strong relationships with clients, ensuring exceptional customer service.
  • Work closely with the IFA Administrators, Financial Planners & Paraplanners to ensure smooth operations.

Benefits:

  • Pension benefits
  • Holiday entitlement
  • Other benefits


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