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- Tasks: Support the MD, manage client events, and assist with marketing projects.
- Company: Join a leading Chartered Private Client Wealth Management firm in central London.
- Benefits: Enjoy hybrid working, competitive pay, bonuses, and regular social events.
- Why this job: Be part of a supportive, ethical firm that values relationships with clients and staff.
- Qualifications: Previous experience in PA, marketing, or office admin is preferred but not essential.
- Other info: Full training provided; attitude and personality are key!
The predicted salary is between 24000 - 26000 £ per year.
This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Financial Divisions
Senior Partner | Specialised Recruitment in Financial Services
Our client is one of the leading Chartered Private Client Wealth Management firms in central London. We have worked closely with them for nearly 10 years, placing the majority of their staff within the business. They are now looking for additional support with the day to day running of the office and personal support that is provided to the charismatic and very entrepreneurial MD. This is a very varied and interesting role, where you will be acting as the MD’s PA, co-ordinating and distributing company literature and monthly newsletters to clients and assisting with marketing projects. In addition, you will be responsible for managing regular client events and seminars, acting as the first point with all relevant parties.
As clients attending meetings in the office, you will be responsible for collecting and distribution of personal documentation ahead of the Advisers meeting them, you will also need to ensure they are recoded accurately on the firms CRM system. The firm is very client centric and prides it’s self on the exceptionally high levels of service they provide, you will be an integral part of this process and will be expected to build genuine relationships with these clients, both in person, via email and the phone. If you are looking for a truly supportive and highly ethical firm that values both staff and clients equally, then this would be an excellent move for you. The ideal candidate would have some previous experience within a PA, marketing or office administration role, ideally within a firm that works in the Financial Services sector, but attitude, aptitude and personality are more important, so our client is happy to be flexible for the right person.
Full on the job training and support will be provided, along with a very competitive benefits package, hybrid working, bonus and regular company social events.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
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Client Services and Office Co-Ordinator employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services and Office Co-Ordinator
✨Tip Number 1
Familiarise yourself with the financial services sector. Understanding the industry jargon and trends will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services field. Attend relevant events or join online forums to connect with people who can provide insights about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Showcase your interpersonal skills. Since the role involves building relationships with clients, practice articulating your experiences in customer service or client-facing roles to highlight your ability to connect with others.
✨Tip Number 4
Research the company’s values and mission. Being able to discuss how your personal values align with theirs during an interview can set you apart from other candidates and show that you’re a good cultural fit.
We think you need these skills to ace Client Services and Office Co-Ordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in PA, marketing, or office administration roles. Emphasise any previous work in the Financial Services sector and showcase your ability to build client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific aspects of the job description that excite you, such as managing client events or supporting the MD, and explain how your skills align with their needs.
Showcase Your Communication Skills: Since the role involves interacting with clients and colleagues, highlight your strong communication skills. Provide examples of how you've successfully managed client interactions or coordinated events in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-organised and professionally presented.
How to prepare for a job interview at Financial Divisions
✨Research the Company
Before your interview, take some time to learn about the firm’s values, culture, and recent news. Understanding their client-centric approach will help you align your answers with what they value most.
✨Showcase Your Organisational Skills
As a Client Services and Office Co-Ordinator, you'll need to demonstrate strong organisational abilities. Be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects.
✨Emphasise Relationship Building
Since the role involves building genuine relationships with clients, think of instances where you've successfully engaged with clients or colleagues. Highlight your communication skills and how you foster positive interactions.
✨Prepare Questions for Them
At the end of the interview, you’ll likely have the chance to ask questions. Prepare thoughtful queries about the team dynamics, company culture, or upcoming projects. This shows your interest in the role and helps you assess if it’s the right fit for you.
