Client Servicing Coordinator

At de Mellow & 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 administrator ready for your next step, a client-service professional looking for a new challenge, or simply have transferable experience from another professional environment.

We'll teach you the industry. What matters most to us is how you work.

We're looking for someone who is:

• Collaborative – enjoys being part of a team, sharing knowledge and supporting others.
• Determined – takes ownership, finds solutions and sees things through.
• Committed – takes pride in doing a great job for our clients and colleagues.

You'll also need to be organised, have a good eye for detail and communicate confidently with different people.

Where could this take you?

You don't need to arrive knowing everything. We'll support you in building your financial services knowledge and developing your client-servicing skills, with the opportunity to take on more responsibility as you grow.

For the right person, there's potential to progress within the team and towards a Client Servicing Manager role over time.

Why us?

You'll be joining a close-knit team where everyone has an important part to play. We work collaboratively, share knowledge and support each other, while giving people the opportunity to take ownership and develop.

If you're looking for a role where you can learn, contribute and become an important part of a team, we'd love to hear from you.