Client Servicing Coordinator

Client Servicing Coordinator At de Mellow and Co Financial Planning, we believe financial planning should be about people, not just numbers. As a family-run Chartered practice and Partner Practice of St. James''s Place, we''re passionate about helping our clients achieve financial confidence and security. We''re looking for someone who enjoys working with people and takes pride in getting the details right. As a Client Servicing Coordinator, you''ll work closely with our Financial Advisers to support their clients and keep things running smoothly behind the scenes. From preparing for client meetings and responding to queries, to submitting new business and following up outstanding actions, you''ll play an important part in delivering a great client experience. It''s a varied role where you''ll need to be organised, proactive and comfortable juggling priorities. What will you be doing? You''ll be involved in a little bit of everything, including: Supporting Financial Advisers with their client relationships Communicating with clients by phone and email Preparing for client meetings Submitting new business and tracking progress Following up outstanding information and actions Keeping client records and systems up to date Liaising with providers and other teams Supporting the wider team with day-to-day administration You don''t need to know financial services. Previous financial services experience or a financial qualification isn''t essential. You might be an experienced ..... full job details .....