Client Service Coordinator
2 weeks ago
Job Opportunity: Client Services Administrator
About the Role:
We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Recruitment22. As a Client Services Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.
Key Responsibilities:
- Arrange client meetings and onboard new clients
- Process LOA's and other regulatory documentation
- Prepare client meeting packs and obtain accurate policy information
- Produce valuations and generate illustration reports
Requirements:
- Previous experience as a Client Services Administrator, directly supporting Financial Advisers
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment and meet deadlines
What We Offer:
- Competitive salary of £25,000-£27,000
- Study materials and exams paid for to achieve the Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Internal training and accreditation scheme
- Opportunities to progress into Paraplanning
- Yearly bonus linked to company profit
- 25 Days holiday plus bank holidays
- Pension
- Private Health Care after successful completion of probation period
- Private Medical Insurance cash plan covering additional areas including dental/opticians
- Office hours are 8.30am to 5pm with an early finish on a Friday
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