Annual Review Coordinator - 12 Month FTC

Responsibilities

• contacting clients to book their annual financial review appointments
• keeping client records accurate and up to date on our systems
• managing your own workload to meet deadlines
• supporting senior consultants so they can focus on complex client work

Requirements

• GCSEs (or equivalent) in Maths and English
• comfortable on the phone and confident in written communication
• organised, reliable, and good attention to detail
• confident using computers and happy to learn new systems
• a positive, can-do attitude - everything else we can teach
• Where this can take you
• You'll be part of a collaborative, client-focused environment with real opportunities to grow your career in financial services. We invest in people who show drive and curiosity - with structured support and a chance of permanent employment for the right candidates at the end of the contract.

Benefits

Additional Information

Want to break into financial services but not sure where to start? This is your door in. We're hiring two Client Services Administrators on a 12-month fixed-term contract to join our friendly team at Mattioli Woods - one of the UK's leading wealth management firms. No prior experience in financial services is required, just a great attitude and a willingness to learn.

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