HNW Client Service Coordinator

23 hours ago


Wilmslow, Cheshire East, United Kingdom Ferguson Dean Full time

About the Role at Ferguson Dean

We are looking for a highly motivated and experienced HNW Client Service Coordinator to join our team in Shrewsbury.

In this role, you will be responsible for coordinating the provision of exceptional client service, supporting clients and advisers with technical inquiries, and conducting research to produce detailed reports.

Key Tasks:

  • Coordinating client communications and ensuring timely responses to queries.
  • Providing technical support and guidance to clients and advisers.
  • Preparing comprehensive reports to inform business decisions.

Requirements:

  • Experience in paraplanning and technical support.
  • CII Diploma or equivalent qualifications.
  • Familiarity with major software packages and range of platforms/providers.

Estimated Salary: £45,000 per annum, depending on experience.



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