Client Coordinator

This is a great opportunity to join this thriving financial planning firm as a client coordinator. Your role will be the delivery of the client annual review process and to support your team with administrative tasks.

Key responsibilities

• Coordinate and organise annual reviews
• Ensure all documents are prepared prior to meetings
• Maintain client database and records
• Prepare client valuations and other items required by the Financial Planner
• Confirming contributions and withdrawals for varying products
• Providing post meeting support
• Onboarding new clients
• Managing team diary and answering telepone calls
• General office administration duties

Essential skills:

• Communication and organisational skills

• Good eye for detail and accuracy

• Interpersonal Skills and a good team player

• Excellent IT skills and proficient in Microsoft Office products

We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.

What's in it for me?

A competitive salary, benefits and hybrid working is on offer.