Client Services & Adviser Support Coordinator

Prestige Recruitment Group; Chester; On-site; GBP 26,000 - 30,000; Full time

Job summary

Prestige Recruitment Group is seeking a Client Services Coordinator in Chester, Cheshire. The role supports client servicing and adviser appointment management within a growing wealth management firm.

The position combines administration, client liaison and lead coordination, ideal for someone who excels in a fast-paced financial planning environment and values high-quality client service.

Qualifications

• Previous experience within Financial Planning, Wealth Management or Financial Services
• Strong administration and organisational skills
• Excellent telephone manner and written communication skills
• Experience using CRM systems and Microsoft Office
• Able to manage multiple priorities with a high level of accuracy
• Professional, proactive and customer‑focused approach

Responsibilities

• Manage change of servicing cases from start to finish
• Liaise with providers and platforms to progress client requests
• Prepare and issue client authority documentation
• Keep CRM systems and client records up to date
• Contact prospective clients, qualify enquiries and book appointments for Financial Advisers
• Manage adviser diaries and confirm client appointments
• Monitor outstanding actions and ensure excellent client service throughout
• Work closely with advisers, paraplanners and administration teams to support a smooth client journey

Skills

Administration

Organisational skills

Telephone manner

Written communication

CRM systems

Microsoft Office

Multitasking

Customer-focused

Tools

CRM systems

Microsoft Office

Job description

Prestige Recruitment Group is seeking a Client Services Coordinator in Chester, Cheshire. The role supports client servicing and adviser appointment management within a growing wealth management firm.

The position combines administration, client liaison and lead coordination, ideal for someone who excels in a fast-paced financial planning environment and values high-quality client service.