Client Relationship Coordinator
Location: Wimbledon. London
Salary: £28000.00 to £31000.00 per annum
Posted: 18 August 2021
Position: Full time. Office based
We have a fantastic opportunity on offer for an experienced Financial Planning support administrator wishing to make a long-term career in a busy and successful IFA practice. We are a business with a clear vision, great culture, and a top team that is growing. This is the chance to learn from some of the best in the business. We are 100% committed to developing our team and ensuring that they become the best too. So, if you are passionate about supporting Financial Planners and ensuring a smooth delivery of excellent client service and want to join our top team, we would be delighted to hear from you.
Reporting to the Operations Manager, this is a very important role that covers all the key areas that go towards delivering a first-class client service and administration support to our busy IFA Financial Planners.
A full job description can be viewed and downloaded in the Recruitment Pack which can be found in the box opposite.
25 days holiday, plus 2 extra at Christmas, Birthday Bonus Day, Death in Service, sick pay insurance, workplace pension.
- A minimum of two years of experience working in a financial planning services administration role.
- Strong IT skills (preferably with experience using experience of IO and Excel desirable).
- Excellent attention to detail.
- Good communication and people skills.
- Able to work under pressure if required and with minimal supervision.
- Able to analyse data.
- Highly organised, methodical and disciplined with a good eye for detail.
- Able to work within defined business processes.
- RO1, LP2 with the desire to continue your studies.
About the Company
Since 1999 Gem & Co Financial Services have been providing independent financial planning services to clients in our local Wimbledon area and beyond. We are committed to providing financial planning with confidence, commitment, and clarity. In short, we help our clients plan for the life they want to live.
As a Chartered (CII) and Accredited (CISI) firm, we are leaders in our profession; we continually demonstrate our ability to provide advice and service of the highest standard. To complement this, our independent status means we can provide financial advice that is truly bespoke. Our accreditations demonstrate our commitment to our clients and our craft. Over the years, we have developed specific expertise in working with professionals, executives, retirees and business owners.
We are dedicated to helping our clients become financially confident, and we are passionate about delivering a first-class experience that genuinely delights our clients. We have exciting plans for the future, and this is a superb opportunity to be part of it. You can make a real impact on our business, and this is a highly responsible role that puts you at the very heart of the management of our business.
We are using a third-party recruiter to assist us with our recruitment process. Please do apply through the advert rather than to us directly as we wish to co-ordinate all the applications in the same place. The advert can be found in the Recruitment Pack in the box opposite.