Wealth Management Client Services Specialist

IDEX Consulting Ltd; Newark on Trent; Vor Ort; GBP 30.000 - 42.000; Vollzeit

Zusammenfassung

IDEX Consulting Ltd in Nottingham partners with a financial planning business to recruit an experienced Client Services professional. You will own a portfolio of clients, acting as the main contact and ensuring a first-class service throughout the relationship.

You will collaborate with Financial Planners, technical teams and advisers to ensure advice and planning are implemented efficiently. Key duties include managing enquiries, organising meetings, coordinating documentation, maintaining

Qualifikationen

• Wealth management/financial planning administration experience required.
• Strong organisational and communication skills.
• Comfortable with client-facing roles and regulatory compliance.

Aufgaben

• Serve as the first point of contact for service enquiries and manage a client portfolio.
• Build and maintain trusted client relationships via phone, email and in-person meetings.
• Coordinate client and planner meetings and documentation, ensuring CRM accuracy.
• Prepare financial planning, cashflow and portfolio review materials.
• Communicate with advisers and internal teams to deliver high-quality service.
• Ensure post-meeting notes and correspondence are completed promptly and compliantly.
• Identify missing information to progress client cases and keep records up to date.

Kenntnisse

Wealth Management

Financial Planning admin

Jobbeschreibung

IDEX Consulting Ltd in Nottingham partners with a financial planning business to recruit an experienced Client Services professional. You will own a portfolio of clients, acting as the main contact and ensuring a first-class service throughout the relationship.

You will collaborate with Financial Planners, technical teams and advisers to ensure advice and planning are implemented efficiently. Key duties include managing enquiries, organising meetings, coordinating documentation, maintaining