Client Services 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

Client Services Coordinator
Location: Chester, Cheshire
Salary: £26,000 - £30,000 + Benefits

Are you an organised Financial Services Administrator with excellent communication skills? We're recruiting on behalf of a growing wealth management firm looking for a Client Services Coordinator to support both client servicing and adviser appointment management.

This varied role combines administration, client liaison, and lead coordination, making it ideal for someone who enjoys working in a fast‑paced financial planning environment.

The Role:

• 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

About You:

• 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

If you're looking for a varied role where you can combine client service, administration and adviser support within a successful financial planning business, we'd love to hear from you.

INDP