Client Services Coordinator

1 month ago


Crewe, Cheshire East, United Kingdom Capio Recruitment Full time

Join our team as a Client Services Coordinator in Crewe, UK, and take advantage of a competitive salary of £25,000 - £30,000 per annum, plus a BUPA health plan and flexible working arrangements.

As a key member of our team, you will be responsible for managing client records, preparing suitability reports, and providing administrative support to our financial advisors.

We're looking for an experienced individual with a strong background in financial planning, back-office systems, and suitability report writing. If you're passionate about delivering exceptional customer service and have a keen eye for detail, we encourage you to apply today.



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