Client Services Coordinator for Wealth Management

1 week ago


Sevenoaks, Kent, United Kingdom Austin Fraser Full time

Austin Fraser is a dynamic and growing national brand in the financial services sector, seeking a highly skilled Financial Planning Administrator to support our Financial Planners.

The ideal candidate will have experience in administrative roles, with a strong focus on client service and relationship-building. Responsibilities include:

  • Serving as the primary point of contact for clients, fostering strong relationships based on trust and confidence.
  • Managing diaries, scheduling client appointments, and ensuring meeting times and locations are suitable.
  • Coordinating ongoing service reviews for Financial Planners, including booking appointments and issuing relevant documentation.
  • Maintaining accurate records of client data, including updates to Fact Finds and special events.
  • Supporting Financial Planners in preparing for client meetings, collaborating with colleagues to ensure seamless service delivery.
  • Communicating with clients via phone or email to chase outstanding requirements and prevent delays in processing advice.
  • Sharing regular pipeline updates with Financial Planners, keeping them informed of different stages of advice for their clients.
  • Directing queries to the correct team within the business to resolve issues and maintain a high level of client service.
  • Escalating client complaints and breaches to management and compliance promptly.

This role offers a competitive salary, company bonus, and an excellent benefits package, including private medical insurance, employee assistance program, and hybrid working options.



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