Senior Client Support Coordinator – Join a Leading UK Financial Services Firm!
Location: Reading or Birmingham - with home and agile working
Salary: Up to £38,000 plus bonuses
Are you looking for a career-defining opportunity with one of the UK’s most respected Financial Services firms? Our client's Financial Planning division is thriving, and they're looking to grow! We’re seeking a Senior Client Support Coordinator to join their talented team in either the Thames Valley or Midlands area to support their highly qualified consultants.
This is a perfect opportunity for someone in a Client Support role who is looking for a step up into a senior role, or an already senior Client Support professional who would like to work within a fantastic, inclusive firm where your progression and knowledge will be celebrated.
What’s in it for you?
In this pivotal role, you’ll take the lead on administrative tasks, manage client maintenance activities, and step in to support a mix of high-profile clients. With room to grow into management or leadership, this role offers incredible career progression and the chance to make a real impact.
Why join them?
Our client offers one of the most competitive benefits packages in the industry, including:
- Salary up to £38,000 plus performance bonuses
- Flexible home working options
- Private Medical Insurance (PMI) and Life Assurance
- Brilliant pension scheme
- Enhanced leave entitlements
What do you need to be considered?
- Proven expereince in a similar Client Support role within an IFA practice for a minimum of 5 years.
- Prior expereince of working at a Senior level in Client Support and is looking to develop into a Team Leader role in time.
- Prior expereince in income of income processing arrangements is essential.
- Excellent organisational skills and ability to take lead and adapt to changing priorities with strong time management skills and a positive outlook.
- The ability to coach and mentor other team members.
- A high level of product, system and provider knowledge.
This is a unique role in an exceptional firm, offering the perfect environment to take your career to the next level. If you’re passionate about financial planning and ready for a new challenge, we’d love to hear from you!
