Client Service Coordinator

1 week ago


Guildford, Surrey, United Kingdom mbf Full time

About Us

We are a respected financial planning practice in Guildford, renowned for our expertise and dedication to client satisfaction. As an IFA Administrator, you will join a close-knit team committed to delivering high-quality services and fostering lasting relationships with our clients.

Key Responsibilities

  • Support our financial planners in providing expert advice to clients, maintaining accurate records and preparing detailed documentation.
  • Engage with clients regularly, ensuring their needs are met and expectations exceeded.

About You

To excel in this role, you should possess:

  • Relevant experience in IFA administration, with a solid understanding of financial planning principles.
  • Exceptional communication skills, with the ability to build rapport with clients and colleagues alike.
  • A proactive approach to problem-solving, with a willingness to adapt to changing circumstances.

What We Offer

  • Salary: Competitive up to £35,000 per annum, accompanied by bonuses and performance-related incentives.
  • A comprehensive benefits package, featuring pension contributions and flexible working arrangements.
  • A dynamic work environment that encourages growth, collaboration, and innovation.

Estimated Salary: £31,000-£35,000 per annum



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