Financial Services Administrator

Financial Services Administrator / Client Services Coordinator

Nottinghamshire (our )

Salary £25,500 - £27,500 dep on experience + full benefits package

My client is a growing nationwide, independent financial planning company and they are committed to delivering clear, professional and client focused advice to individuals and families, trustees and business owners. They are looking to recruit an Administrator / Client Services Coordinator to support their advisers and begin a long-term career within wealth management.

This role is ideal for someone with prior administrative experience in client service and client administration within a professional office environment who is keen to develop a career in financial services. Full training will be provided. The role is fully office-based for at least the first year and includes responsibility for front of house duties.

Responsibilities

• Provide administrative support to two Financial Planners.
• Maintain and accurately update client information on internal systems.
• Assist with the preparation of valuations, meeting packs and client documentation.
• Process new business applications and monitor progress through to completion.
• Manage incoming and outgoing post.
• Greet clients professionally and act as a first point of contact.
• Answer and m...