We are looking for an organised and competent Client Review Coordinator to join our Service Delivery team.This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the practice.
Your role as a Client Review Coordinator will be the timely delivery of the client annual review process and to support your team with the administration required to ensure clients enjoy an excellent customer experience.
This role is permanent (non-advisory), full time (35 hrs per week) with hybrid working offered after initial training period.
What you’ll be doing
Coordinate and Organise Annual Reviews
- Working with the team to ensure that all documents are prepared prior to review meetings.
- Maintaining the client database and records.
- Preparing valuations and other items required by the Financial Planner.
- Confirming contributions and withdrawals for varying products.
- Reviewing and completing the annual review control sheet.
- Providing post meeting support and work with the rest of the team ensuring all work is completed.
- Processing financial planning paperwork and quotes, including the use of third-party systems.
- Onboarding new clients and investment plans to our Client Hub/back-office system.
- Invoicing clients and following up to ensure payment is received.
- Managing the team diary.
- Ad hoc support to the Financial Planner and the rest of the team
- Answering telephone calls and handling appropriately.
What we are looking for
We are looking for candidates who are highly organised and have the capability to plan and prioritise assignments in a busy environment.
Key Skills:
- Communication skills; strong written and spoken English.
- Organisational skills; able to manage workloads efficiently and keep workstreams on track.
- Interpersonal skills; helpful, proactive and contributes to the success of the team
- Time management skills; able to handle deadlines and pressure.
- Excellent attention to detail.
- Excellent IT skills and proficient in Microsoft Office Products
Personal Qualities: Responsible, Considerate and Dedicated
- Driven by a personal sense of integrity.
- Upholds quality standards and takes ownership of work.
- Reliable and trustworthy and treats confidential information with discretion.
- Nurtures teamwork and productive relationships.
- Has care and concern for others, including clients, colleagues and our local community.
- Displays resilience and able to deal with changing priorities.
- Hardworking and diligent.
- A problem solver and not afraid to take on a challenge.
- Willing to learn new skills to develop within the team and help others.
- Minimum 2 years administrative experience within a financial planning firm or a related financial services organisation.
What We Can Offer You
Competitive Compensation
A competitive salary aligned with your earning potential. A generous benefits package including a pension scheme, shopping discounts and colleague well-being benefits and more.
Work-Life Balance
Hybrid working, the opportunity to job share (where possible), 25 days annual leave (pro rata) and 8 paid bank holidays.
Investing In Your Career:
Continued training/qualification support and a structured career development plan.
Inclusive Culture
We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work. We have long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist.
TO OUR CLIENTS
We will improve their understanding and confidence in achieving financial life goals through clarity and structure.
TO OUR EMPLOYEES
We will support their career goals and aspirations through a clear development path.
TO OUR ASSOCIATES
We will work together to improve outcomes for all our clients.
TO OUR LOCAL COMMUNITY
We will provide support financially, physically and through leadership.
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Client Review Coordinator in Stockbridge employer: Taylor Made Financial Planning
At TMFP, we pride ourselves on being an excellent employer, offering a structured three-year development pathway for our Finance and Facilities Assistant role that not only fosters professional growth but also encourages a collaborative and inclusive work culture. Our competitive compensation package, generous benefits, and commitment to work-life balance, including hybrid working options, make us an attractive choice for those seeking meaningful and rewarding employment in the heart of Claygate and Stockbridge.
Contact Details:
Taylor Made Financial Planning Recruitment Team
