Wealth Planning Coordinator – Client-Focused & Detail-Driven

Matrix Capital Limited; Shrewsbury; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial advisory firm in Shrewsbury is seeking an experienced professional to support client management and financial planning. The role requires coordinating client meetings, processing business submissions, and maintaining financial records. Ideal candidates will have at least 2 years of experience in wealth management, proficiency in Microsoft Office, and strong communication skills. The firm prides itself on providing high-quality, personalized client service and seeks team players passionate about delivering results.

Qualifications

• Minimum of 2 years' experience in wealth management or financial administration.
• Strong understanding of financial planning, pensions, and investment products.
• Proficient in using financial planning software and tools.

Responsibilities

• Schedule and coordinate client meetings.
• Process new business submissions ensuring compliance.
• Maintain and update CRM and financial planning records.
• Act as the first point of contact for client queries.
• Prepare client review reports and recommendation documents.

Skills

Interpersonal skills

Organisational skills

Attention to detail

Communication skills

Teamwork

Education

A level 3 qualification or willingness to study

Tools

Microsoft Office

O&M

Morningstar

SelectAPension

Cashcalc

Voyant

Job description

A financial advisory firm in Shrewsbury is seeking an experienced professional to support client management and financial planning. The role requires coordinating client meetings, processing business submissions, and maintaining financial records. Ideal candidates will have at least 2 years of experience in wealth management, proficiency in Microsoft Office, and strong communication skills. The firm prides itself on providing high-quality, personalized client service and seeks team players passionate about delivering results.