Wealth Management Admin & Client Services Coordinator

North Oak Recruitment; Nottingham; On-site; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Full benefits package

Job summary

North Oak Recruitment is supporting a growing independent financial planning company in recruiting an Administrator / Client Services Coordinator in Nottinghamshire. The role focuses on providing administrative support to two Financial Planners and being the first point of contact for clients.

Full training will be provided; the role is office-based for at least the first year, with responsibilities spanning client data management, document preparation, and handling enquiries.

Qualifications

• Previous administrative experience in client service within a professional office.
• Proficient in Microsoft Office applications.
• Strong organisational and communication skills.

Responsibilities

• Provide administrative support to two Financial Planners.
• Maintain and accurately update client information on internal systems.
• Assist with the preparation of valuations, meeting packs and client documentation.
• Process new business applications and monitor progress through to completion.
• Manage incoming and outgoing post.
• Greet clients professionally and act as a first point of contact.
• Answer and manage telephone and email enquiries.
• Support compliance procedures and internal processes.
• Deliver a friendly, professional and organised office environment.

Skills

Client service

Administrative experience

Attention to detail

Tools

Microsoft Office

Job description

North Oak Recruitment is supporting a growing independent financial planning company in recruiting an Administrator / Client Services Coordinator in Nottinghamshire. The role focuses on providing administrative support to two Financial Planners and being the first point of contact for clients.

Full training will be provided; the role is office-based for at least the first year, with responsibilities spanning client data management, document preparation, and handling enquiries.