Client Services Coordinator
4 weeks ago
We are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.
Key Responsibilities:- Provide administrative support to our team of financial planners and paraplanners
- Be the first point of contact for clients, responding to queries and resolving issues
- Process new business applications across key financial products
- Ensure financial transactions are completed correctly and compliantly
- Prepare for client review meetings and acquire client portfolio valuations
- Perform basic paraplanning duties, with full training provided
- At least 2 years of experience in IFA/financial planning administration
- Studying towards a Level 4 Diploma (desirable)
- Excellent knowledge of provider platforms
- A competitive starting salary of up to £35,000
- Flexible working and homeworking options
- 28 days holiday plus bank holidays
- Full study support, including training courses
- Pension scheme
- Discretionary bonus scheme
If you are a motivated and organized individual with a passion for financial planning, please submit your CV and/or connect with Paul Taylor on LinkedIn to discuss this opportunity further.
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Client Services Coordinator
4 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
4 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorFlexible working & homeworking availableTaylor James Professional Recruitment is seeking an experienced Client Services Administrator to join their Eastbourne-based team. The ideal candidate will provide support to a team of experienced paraplanners & financial planners, ensuring the smooth operation of financial transactions and...
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Client Services Coordinator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorFlexible working & homeworking availableTaylor James Professional Recruitment is seeking an experienced Client Services Administrator to join their Eastbourne-based team. The ideal candidate will provide support to a team of experienced paraplanners & financial planners, ensuring the smooth operation of financial transactions and...
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Client Services Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Client Services Coordinator
1 month ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
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Service Coordinator
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Eastbourne, East Sussex, United Kingdom Southdown Full timeService Coordinator OpportunityWe are seeking a highly skilled and dedicated Service Coordinator to join our team at Southdown. As a Service Coordinator, you will play a vital role in supporting the Team Manager in managing a team of Recovery Advisors and Peer Workers for the Staying Well Eastbourne crisis service.Key Responsibilities:Coordinate the...
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