Client Service Coordinator

1 month ago


Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. This role offers an exciting opportunity to contribute to the success of the business and develop your skills in a dynamic environment.

Key Responsibilities:

  • Provide administrative support to the Wealth Client Executive and Financial Planner(s), ensuring seamless delivery of service to clients.
  • Manage client annual review meeting packs, including portfolio reports, to facilitate informed decision-making.
  • Collaborate with the centralised Administration team for processing new client and annual review post-meeting packs, maintaining accurate records and meeting deadlines.
  • Chase and collect Letter of Authority plan information, liaising with all parties to ensure sufficient information is available for case assessment.
  • Package and dispatch financial planning reports for Financial Planners and their clients, promoting transparency and trust.
  • Process and submit new business applications and client instruction requests, monitoring transactions through to accurate and timely completion.
  • Keep clients and the Wealth Client Executive informed about outstanding transaction progress and address technical queries efficiently.
  • Generate and issue client fee invoices, ensuring timely payment and maintaining positive cash flow.
  • Update client platform account records accurately in accordance with company processes, preventing errors and discrepancies.
  • Regularly review platform accounts and MI reports, identifying areas for improvement and implementing changes.
  • Maintain open communication with product providers to progress submissions, including client transfers and obtaining fees information.

About You:

  • You have previous experience working in a similar role, demonstrating your expertise and understanding of the industry.
  • You possess skills using Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, enabling efficient task completion.
  • You have a proven track record of delivering accurate, relevant, and timely information, showcasing your dedication to excellence.
  • You strive to deliver exceptional service at all times, demonstrating a strong focus on achieving the best outcome for clients and the business.
  • You possess excellent organisational skills, flexibility, and a proactive approach to getting the job done, ensuring seamless task execution.
  • You have strong interpersonal skills, both written and verbal communication, facilitating effective collaboration with colleagues and clients.
  • You demonstrate excellent accuracy and attention to detail, reducing errors and improving overall quality.
  • You have a proven ability to work independently, taking initiative and ownership of tasks.
  • You have experience working with Investment Wrap Platforms and Intelligent Office back-office systems, enhancing your skillset.
  • You have experience working in a small to medium-sized financial services environment, allowing you to adapt to dynamic situations.
  • You have experience working in an environment with significant change, demonstrating your resilience and ability to thrive in challenging circumstances.

Salary:

£30,000 - £40,000 per annum, depending on experience.

Benefits:

  • A generous holiday package, including 25 days' annual leave plus Bank Holidays, with an additional day's holiday for each year of service up to 28 days.
  • A holiday buy and sell scheme, offering the opportunity to purchase an extra 5 days' holiday per year.

Clever-HR is a forward-thinking Recruitment Consultancy dedicated to providing bespoke services to Wealth Management firms. Our expert consultants will work closely with you to identify and attract top talent into your business.

We specialise in placing Financial Advisers/Wealth Managers, Paraplanners, IFA Administrators, and Compliance professionals in various locations throughout the country, helping businesses like yours find the perfect fit.



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