Job Title: IFA Administrator (Hybrid working)

Location:Claydon

Salary:£25K - £35K

Our client is in the Financial Services industry and are looking for a Client Service Coordinator to join their expanding team

Responsibilities for the Client Service Coordinator role include:

• To ensure all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients
• Arrange client meetings on behalf of the Advisors
• Collate and manage information and facts, preparing documentation for client meetings
• Maintain client contact, keeping them updated on the current position with regards to any ongoing matters on behalf of the Advisors
• Ensure the post meeting processing is completed within deadlines
• Ensure back-office system is maintained detailing all ongoing actions and workflow
• Produce suitability letters for simple transactions for example, post meeting reports, bed and ISA and fund switch letters

For the Client Service Coordinator role, you will need:

• Min of 2 years' experience in an administration role within the financial services sector
• A good understanding of the advice process
• Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
• Excellent communication skills, both written and verbal
• Ability to work collaboratively with colleagues and build strong relationships
• A strong work ethic, and a flexible attitude
• Excellent customer service skills
• Experience working with Microsoft Word, Excel and Outlook
• Knowledge of industry specific software systems

Benefits for the Client Service Coordinator role include:

• Pension - Employer contribution 3% with salary sacrifice for employee contributions raising to 5% after 2 year's service
• 25 Days annual leave plus bank holidays
• Holiday trading scheme to buy a further 5 days annual leave
• Life cover: x4 basic salary
• Healthcare cash plan
• Free mortgage advice
• 1 Day community involvement leave per annum
• Employee assistance programme
• Shopping discount platform
• Free parking
• Opportunity to work from home 2 days a week on successful completion of probation period