Client & Event Coordinator

Client & Event Coordinator

This is a unique and exciting role to help us to deliver first class, professional client service.

Role overview

The role of Client & Event Coordinator is a hybrid role involving the following two elements:

  • Client Services Coordinator: Which involves contacting all clients post their meeting with their financial adviser requesting feedback to ensure they are receiving the high level of service promoted within the business.
  • Event Coordinator: Supporting the marketing team, contacting clients regarding various events with the business diary and supporting with the event from an administrative and direct capacity as required.

This role has been created due to continued growth within the business which has created this unique opportunity to coordinate and deliver outstanding service to our clients. The client services coordinator element is created due to maternity cover and as such short term the role will be balanced, and long term may be more weighted towards the event coordinator element. The successful candidate shall be responsible for ensuring every client receives the best, long-term financial advice from the team of outstanding Financial Advisers / Wealth Managers.

This role requires a high level of communication skills to prioritise and coordinate workload activities, whilst being the main conduit for client feedback. In addition to this, the role will focus on the creation, planning and coordination of client events. The company loves to engage with clients through a mixture of informative and entertaining events, and the delivery of these events plays an important part of the client offering.

The successful candidate will be given the opportunity to develop and grow in the role, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications within financial services and begin a long term, successful career in wealth management

Role requirements

  • To proactively seek client feedback through communication via telephone, post client meeting
  • To manage feedback received with both discretion and initiative to locate the most favourable outcome
  • Report client feedback internally in an objective manner; identifying ways to develop the Practice’s client service offering
  • Correspond with clients in a caring and professional manner, both communicating and providing assurance that their client experience is paramount to the Practice.
  • To deliver the highest standard of client care both internally and externally
  • To work on longer term projects to enhance the client servicing offering
  • Work closely with the Marketing Department to ensure CRM systems contain the correct client information
  • Maintain accurate records of client correspondence with CRM systems
  • Collate feedback events and bring ideas / suggestions for future events

Key Experience & Skills

  • Excellent communication skills: via telephone, email and face to face
  • An understanding of Net Promoter Score would be advantageous
  • Comfortable picking up the telephone to proactively request client feedback or promote a marketing event; friendly and welcoming telephone manner
  • Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.
  • Full understanding of back-office systems and processes (training shall be provided)
  • Able to multi-task and work to deadlines, ensuring quality is never compromised.
  • The ability to use initiative and problem solve.
  • Demonstrate excellent communication skills, particularly paying attention to detail – both internally and externally.
  • Approaches work positively with a can-do attitude and takes responsibility for tasks
  • Ensure confidentiality is maintained at all times.
  • Display professional appearance to maintain our company brand.
  • A willingness to work as a team member.
  • Committed to personal development and increasing personal knowledge of financial services
  • Advanced computer skills with knowledge of the Microsoft packages, Word, Excel, PowerPoint and Outlook.
  • Able to work under pressure to meet specific time deadlines.
  • Happy, motivated and keen to work within a dynamic and progressive business.

Additional information

  • Salary: £20-25K per annum dependant on skills and experience
  • Bonus: Discretionary bonus linked to personal progression, and both personal and business performance
  • Role: Full time, permanent employed role
  • Hours of work: 9.00am to 5.00pm Monday to Friday
  • Holiday entitlement: 20 days per annum, plus bank holidays (increases over time)
  • Training: Support towards CII financial planning exams as required
  • Pension: Generous pension provided
  • This role is immediately available

To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)

To get in touch with us, please contact us via the phone number or email below. One of our representatives will be happy to assist you.

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