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- Tasks: Support client servicing and ensure smooth operations in a financial wealth management practice.
- Company: Dynamic financial services firm with a focus on client success and compliance.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Join a team that values client relationships and regulatory excellence while working flexibly.
- Qualifications: Experience in office support, ideally in financial services, with strong CRM skills.
- Other info: Fast-paced environment with a focus on collaboration and personal development.
The predicted salary is between 35000 - 45000 £ per year.
Permanent | Hybrid (2 days office, 3 home)
Purpose: To support high‑quality client servicing across a Financial Wealth Management Practice, ensuring a seamless adviser–client experience, strong regulatory adherence and efficient daily operations.
Key Responsibilities
- Client Servicing & Workflow Management
- Manage annual review workflows: open/close advice records, track adviser actions and upload documentation accurately.
- Ensure annual review letters are completed via Pano within required timeframes and meet Consumer Duty standards.
- Maintain accurate Salesforce records including meeting outcomes, client notes, tasks and value‑of‑advice updates.
- Oversee client meeting booking processes and ensure client engagement procedures are followed for overdue reviews.
- Compliance & Suitability
- Track Interim Suitability Reports on Salesforce and support advisers with required follow‑ups.
- Conduct monthly checks on open advice records, ensuring closures are timely and within regulatory cycles.
- Ongoing Client Care
- Support advisers in preparing and sending regulated review letters.
- Manage client segmentation and ensure service levels match segment criteria.
- Log all client communication and ensure wealth account updates are issued on schedule.
- Client Onboarding & Prospect Management
- Follow onboarding standards: CFR completion, meeting setup, segmentation and campaign assignments.
- Run monthly prospect checks, ensuring timely follow‑ups, accurate Salesforce updates and reporting information.
- Marketing & Feedback
- Monitor Partner Quality Scores and support actions to meet annual targets.
- General Compliance
- Take responsibility for personal compliance and due diligence.
Person Specification
- Experience & Knowledge
- Experience in office support, ideally within financial services.
- Familiarity with regulation and legislation (desirable).
- Confident user of CRM systems, especially Salesforce.
- Skills & Behaviours
- Strong client service skills with excellent telephone and written communication.
- Highly organised with strong attention to detail and ability to multitask.
- Proficient in Microsoft Office suite.
- Calm under pressure, collaborative and solutions‑focused.
Senior Client Success & Compliance Coordinator employer: Achieve Recruitment
Contact Detail:
Achieve Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Success & Compliance Coordinator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client servicing and compliance, so you can showcase how your skills align with their needs. We want you to shine!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client management and regulatory adherence. Being articulate about your experience will help you stand out as a strong candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Client Success & Compliance Coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Client Success & Compliance Coordinator role. Highlight your experience in client servicing and compliance, and don’t forget to mention your familiarity with Salesforce and financial services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific examples of how you've managed workflows or ensured compliance in previous positions.
Showcase Your Skills: In your application, be sure to showcase your strong client service skills and attention to detail. We love candidates who can multitask and stay calm under pressure, so give us examples of when you've done just that!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we want to make it as easy as possible for you to join our team!
How to prepare for a job interview at Achieve Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and compliance regulations. Familiarise yourself with Salesforce, as it’s a key tool for the role. Being able to discuss how you've used similar systems in the past will show you're ready to hit the ground running.
✨Showcase Your Client Service Skills
Prepare examples that highlight your strong client service skills. Think about times when you’ve gone above and beyond for a client or resolved a tricky situation. This will demonstrate your ability to ensure a seamless adviser-client experience, which is crucial for this role.
✨Be Organised and Detail-Oriented
Since the job requires managing workflows and maintaining accurate records, be ready to discuss how you stay organised. Share specific strategies you use to keep track of tasks and ensure nothing slips through the cracks. This will show you can handle the multitasking required in this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client servicing and compliance. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values. It’s a win-win!