Project Coordinator – Wealth Management

Artemis Human Capital; Belfast; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Ein innovatives Unternehmen sucht einen Projektkoordinator für den Bereich Wealth Management. In dieser Rolle unterstützen Sie die Einführung einer neuen Kundenplattform und optimieren die Kundenanmeldung sowie die operative Lieferung. Sie arbeiten eng mit einem erfahrenen Team zusammen und tragen zur Verbesserung interner Abläufe bei. Diese Position bietet Ihnen die Möglichkeit, in einer dynamischen, kundenorientierten Umgebung zu arbeiten, die Wert auf Teamarbeit und persönliche Entwicklung legt. Wenn Sie eine detailorientierte Person sind, die gerne an Projekten arbeitet, ist dies die perfekte Gelegenheit für Sie.

Benefits

Hybrid-Arbeitsmodell

Früher Freitag (1pm)

Studienunterstützung für relevante Qualifikationen

Starke Entwicklungsmöglichkeiten

Teamorientierte Kultur

Qualifications

• Erfahrung in der Zusammenarbeit mit einem Wealth Management oder Private Client-Geschäft.
• Verständnis von Prozessen zur Kundenanmeldung und operativer Unterstützung.

Responsibilities

• Unterstützung bei der Einführung einer neuen Kundenplattform und Migration.
• Koordination der Kundenanmeldung und der Übergänge in Übereinstimmung mit internen Prozessen.

Skills

Koordinationsfähigkeiten

Organisationsfähigkeiten

Kommunikationsfähigkeiten

Detailorientierung

Job description

Artemis Human Capital is proud to be recruiting on behalf of a respected wealth management firm that has shown impressive growth and evolution in recent years. Having partnered with this business across multiple successful hires, we know them as acompany that values precision, teamwork, and client-focused delivery.

This newly established role is a great fit for someone withstrong coordination skills and proven experience operating within — or in close connection to — a busy wealth management setting.

The Role

AsProject Co-Ordinator, you’ll play a key role in supporting the rollout of a new client platform and driving improvements inclient onboarding and operational delivery. Working alongside a hands-on, experienced team, your role will involve:

• Assisting with the successful delivery of a new client platform and supporting business-wide migration activity.
• Coordinating client onboarding and account transitions in line with internal processes and compliance requirements.
• Supporting financial advisers and the wider team to ensure a smooth and professional client experience.
• Identifying and addressing any operational issues arising from the platform transition.
• Helping to maintain and refine process documentation and internal workflows.

The Person

This is a great opportunity for someone who enjoys getting involved inproject deliverywhile remaining connected to the day-to-day operations of a busy,client-focused business. To be considered, candidates must have:

• Previous experience working within, or closely alongside, a wealth management or private client business — this isessential.
• A good understanding of client onboarding and operational support processes within a regulated environment.
• Any involvement in platform transitions, migrations, or process improvement initiatives would be advantageous.
• A detail-oriented, proactive approach with strong organisational and communication skills.
• A collaborative attitude and ability to build strong internal working relationships.

The Benefits

Our client offers asupportive, professional environmentwith a strong focus onemployee wellbeing and growth. Package includes:

• Competitive salary between £30,000–£40,000 depending on experience.
• Hybrid working model and early Friday finish (1pm).
• Exposure to high-quality clients and interesting operational projects.
• Study support for relevant qualifications.
• Strong progression opportunities and professional development support.
• Friendly, team-oriented culture with excellent leadership.

To apply for thisProject Co-Ordinator – Wealth Managementrole, please click below or contact Beth Gault at Artemis Human Capital in the strictest confidence.

Tagged as: Financial Planning, Financial Services Admin, Financial Services Administrato, Paraplanning