Client Services Coordinator
FFP has an exciting opportunity in our Client Services Team for a Client Services Coordinator.
We are looking for someone to join us, that has all round excellent administration talent. Some of those key talent areas include being highly organised, have a high level of attention to detail, proven communication skills, excellent IT skills and of course have a client / team focused approach to things.
This is a full-time role, but we are open to consider flexibility for the right person. You’ll be office based with us in Sherborne.
If you have experience working in the Financial Planning world, that may help, but we are more open to finding the right person, with the right administration skills with the willingness to learn and has an open mind and professional approach. We will provide full initial training of course and we also invest in ongoing professional development too.
At Fort Financial Planning, our core values drive everything we do. They reflect our commitment and influence our approach. We live by our culture statement ‘Every Interaction Matters’ every day to ensure our clients’ and staff’s best interests are always our priority. If you feel your values align to this and everything you have read above is interesting and you are eager to learn, expand and develop your skills, we would love to hear from you so please do get in touch with us.
Job Summary
As a Client Services Coordinator, you will play a crucial role in delivering outstanding service to our clients, supporting them throughout their financial planning journey. You will work closely with both our clients and the wider team, ensuring that all tasks are handled with consistency, efficiency and accuracy so that client needs are met promptly.
Responsibilities
Responding to client enquiries and requests via email, our portal, phone, or in person.
Maintaining and updating client records, ensuring all details are current.
Organising meetings between clients and relevant Client Relationship Managers and Planners, managing their diaries accordingly.
Assisting with the preparation of documentation for meetings, such as questionnaires, health checks and annual investment review documents.
Ensuring follow-up actions are completed after client meetings, such as processing required paperwork as directed by Client Relationship Manager.
Requirements:
Proven experience in a client services / administration role, not necessarily within the financial services industry, as full training and ongoing development will be given.
Proficiency in using a variety of IT.
High level of attention to detail with the ability to interpret data.
Excellent verbal and written communication skills.
Ability to work independently as well as part of a team in a fast-paced environment.
Exceptional organisational skills.
If you feel your values align to this and everything you have read above is interesting and you are eager to learn, expand and develop your skills, we would love to hear from you, so please do get in touch with us.
Initially, please send your CV with a covering letter to Cliff Baker at cliff@ffp.org.uk
We really look forward to hearing from you.