Client Service Coordinator

Amber River East Anglia; Colchester; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

A leading financial planning firm in East Anglia seeks a full-time Client Service Coordinator to support operational needs. The role includes liaising with clients, arranging meetings, and preparing documentation, requiring strong communication and organisational skills. The position offers a hybrid work arrangement post-probation and opportunities for professional development, as well as involvement in community initiatives.

Benefits

Paid Community Engagement Leave

Professional Development Policy with study leave

Qualifications

• Minimum of two years’ experience as an administrator in financial services or wealth management.
• Understanding of the advice process and ability to work under pressure.

Responsibilities

• Arrange client meetings and collate information for meetings.
• Manage client communication and ensure deadlines are met.
• Produce suitability letters for transactions as needed.

Skills

Interpersonal skills

Communication skills

Organisational skills

Multitasking abilities

Attention to detail

Problem-solving skills

Education

CII RO exams (preferred)

Job description

Company Description

Amber River East Anglia, part of the Amber River Group, provides high-quality, comprehensive independent financial planning advice to individuals, families and businesses across East Anglia. The core purpose of the Amber River Group is to enrich the lives of clients, employees, and local communities. Amber River Group have over 300 IFA's across the UK working from 15 regional Hub's in 30 locations and growing! We have a values driven approach to creating bespoke financial plans for people who need our expertise by helping them plan for a life well lived.

Role Purpose

This is a full-time role as a Client Service Coordinator at Amber River East Anglia in Colchester. The purpose is to support the operational needs of the Hub, working alongside our Paraplanners and Independent Financial Advisers to ensure all client requests and related tasks are dealt with professionally and effectively to deliver an excellent, positive client experience.

Key Responsibilities

• Arrange client meetings on behalf of the Adviser
• Collate and manage information and facts, preparing documentation for client meetings
• Maintain client contact, keeping them updated on the current position with regard to any ongoing matters
• Ensure post meeting process is completed within deadlines
• Manage the letter of authority end to end process
• Ensure the back office system is maintained detailing all ongoing actions and workflow
• As required, produce suitability letters for simple transactions such as post meeting reports, bed & ISA or fund switch letters

Qualifications, Knowledge & Experience

• Understanding of the advice process
• Excellent interpersonal and communication skills
• Strong organisational and multitasking abilities
• Able to work well under pressure and adapt to changing priorities
• Attention to detail and problem-solving skills
• A strong work ethic and a flexible attitude
• Ability to work collaboratively with colleagues and to build strong relationships
• A minimum of two years' previous experience working as an administrator within financial services or wealth management
• Successful achievement of CII RO exams would be a plus

What's in it for you

We take as much pride in what our people do outside of Amber River as we do in what they achieve with us, the communities that we support and the lives we enrich, all contributing to a positive impact on our planet. We are big on supporting our local communities and every employee is given paid Community Engagement Leave to take part in local initiatives. We also support a Hub chosen charity each year raising vital funds for a charity chosen by you.

On successful completion of your probation period, we operate on a hybrid working arrangement with a minimum requirement of 3 days in the office.

Our Professional Development Policy supports employees to continue their learning journey should they wish and includes the provision of study leave.

If you meet the brief of what we are looking for, then we welcome your application and look forward to hearing from you.

Salary £26,000 to £32,000 per annum depending on experience and qualifications.