Wealth Management Admin & Client Services Coordinator

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

Benefits offered by this job

Full benefits package

Job summary

North Oak Recruitment is recruiting a Financial Services Administrator / Client Services Coordinator for a Nottinghamshire-based role. You will support two Financial Planners, maintain client data on internal systems, and assist with valuations, meeting packs and documentation.

The role is office-based for at least the first year, with front-of-house responsibilities and a focus on professional client service. Training will be provided, and progression into wealth management is encouraged.

Qualifications

• Previous administrative experience in client service within a professional office.
• No previous wealth management experience required.
• Strong IT skills, including Microsoft Office.
• Highly organised with strong attention to detail.
• Professional communication skills with a confident telephone manner.
• Willingness to learn and pursue professional qualifications.
• Reliable, proactive and enthusiastic.

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 experience

Strong communication

Organised & detail-oriented

Willingness to learn

Reliable & proactive

Telephone manner

Tools

Microsoft Office

Job description

North Oak Recruitment is recruiting a Financial Services Administrator / Client Services Coordinator for a Nottinghamshire-based role. You will support two Financial Planners, maintain client data on internal systems, and assist with valuations, meeting packs and documentation.

The role is office-based for at least the first year, with front-of-house responsibilities and a focus on professional client service. Training will be provided, and progression into wealth management is encouraged.