Client Service Coordinator

5 days ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is seeking an ambitious Client Service Coordinator to join our Financial Planning team in Bracknell. As a key member of the team, you will provide full administrative support to Financial Planners, ensuring excellent client outcomes and building strong relationships with clients.

Key Responsibilities:

  • Work closely with Financial Planners to deliver exceptional client service and support.
  • Build and maintain strong relationships with clients, providing regular updates and communication.
  • Liaise with operational teams to ensure seamless support and coordination.
  • Assist in the preparation of new business pitches and presentations.
  • Maintain accurate and up-to-date client records and back-office systems.

Requirements:

  • Proven experience working in the financial services industry, preferably in financial planning.
  • Ambition to build a career within a financial services firm, with a willingness to learn and develop.
  • Strong ethic of client service and commitment to delivering exceptional outcomes.

What We Offer:

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We pride ourselves on being an inclusive and diverse workplace, committed to fostering a culture where everyone feels valued and supported. If you're passionate about delivering exceptional client service and building a career in financial planning, we'd love to hear from you.


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