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Client Services Coordinator

2 months ago

Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full time
Client Services Administrator

We are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.

Key Responsibilities:
  • Provide administrative support to our team of financial planners and paraplanners
  • Be the first point of contact for clients, responding to their queries and concerns
  • Process new business applications across various financial products
  • Ensure that financial transactions are completed accurately and compliantly
  • Prepare for client review meetings and acquire client portfolio valuations
  • Perform basic paraplanning duties, with full training provided
Requirements:
  • At least 2 years of experience in IFA/financial planning administration
  • Studying towards a Level 4 Diploma (desirable)
  • Excellent knowledge of provider platforms
What We Offer:
  • A competitive starting salary of up to £35,000
  • Flexible working and homeworking options
  • 28 days holiday plus bank holidays
  • Full study support, including training courses
  • Pension scheme
  • Discretionary bonus scheme

If you are a motivated and organized individual with a passion for financial planning, please submit your CV and/or connect with us on LinkedIn to discuss this opportunity further.