Client Review Coordinator
other jobs Life and Careers
Added before 1 Days
- England,London,Greater London,Kingston upon Thames
- Full Time, Part Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
This is a great opportunity to join a small, growing financial planning firm as a Client Coordinator.
We are looking for someone who is a super-organised, all-rounder who can support with advice admin but also more broader administrative work for the team. Ideally you have some experience with Intelliflo back office system.
Key responsibilities
*Assist with annual reviews and advice
*Help prepare documents prior to meetings
*Maintain client database and records
*Providing post meeting support
*Onboarding new clients
*Managing team diary and answering telepone calls
*General office administration duties
Essential skills:
• Excellent organisational skills
• Good eye for detail and accuracy
• Gets things done - a doer and completes the task well
• Excellent IT skills and proficient in Microsoft Office products
We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.
We are looking for someone who is a super-organised, all-rounder who can support with advice admin but also more broader administrative work for the team. Ideally you have some experience with Intelliflo back office system.
Key responsibilities
*Assist with annual reviews and advice
*Help prepare documents prior to meetings
*Maintain client database and records
*Providing post meeting support
*Onboarding new clients
*Managing team diary and answering telepone calls
*General office administration duties
Essential skills:
• Excellent organisational skills
• Good eye for detail and accuracy
• Gets things done - a doer and completes the task well
• Excellent IT skills and proficient in Microsoft Office products
We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.
Job number 3491129
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metapel
Company Details:
Life and Careers
Company size: 1–4 employees
Industry: Financial Services
We are a Richmond-based talent and recruitment consultancy working with regional businesses in South West London and the home counties. We specialise...