Client Service Coordinator
1 week ago
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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