Client Services Coordinator/ IFA Administrator

An opportunity has arisen for a diligent Client Services Coordinator/ IFA Administrator to join a team in the Financial Services industry, based in Pinner. The candidate will provide crucial administrative support, ensuring the smooth operation of the Secretarial & Business Support department.

Client Details

This is a leading company in the Financial Services industry based in Pinner. With a sizeable team of dedicated professionals, the company has built a strong reputation for delivering high-quality financial planning services to clients across the UK.

Description

• Support the team in all administrative tasks
• Coordinate client correspondence and maintain client records
• Assist in preparing client reports and financial plans
• Manage appointment scheduling and meeting preparations
• Ensure compliance with financial regulations and company policies
• Facilitate smooth communication between clients and financial advisors
• Handle client queries and provide excellent customer service
• Participate in team meetings and contribute to team objectives
• Office management

Profile

A successful Client Services Coordinator/ IFA Administrator should have:

• A basic understanding of financial planning services
• Excellent administrative and organisational skills
• Strong communication skills, both written and verbal
• Good customer service skills with a client-focused approach
• Ability to work effectively as part of a team and independently
• Live locally to Pinner and able to be office based full time during probation

Job Offer

• A competitive salary negotiable dependent on experience
• Annual leave of 25 days plus bank holidays
• Potential for an annual bonus (discretionary based on company performance)
• An inclusive and supportive company culture
• A chance to grow and develop in the Financial Services industry
• Parking