A Boutique Wealth Management firm based in Stansted Mountfitchet is seeking an experienced Client Services Coordinator, paying up to £40,000 plus benefits, to support their team of advisors. This is a really great opportunity for a candidate who comes from an IFA background to work in a firm that really does set itself apart in the industry. Putting its customers and working culture at the heart of their business. The Senior Administrator will be supporting the Advisors, supporting clients as well as giving some low level financial advice, so knowledge of SiPPs, IASs, on-shore and off-shore accounts would be beneficial: Create and maintain accurate client records on the back-office systems and platforms Open and maintain client files to the required compliance standards with all appropriate KYC information Prepare client documentation and correspondence pre and post meetings Send Letters of Authority and gather accurate information Assist with obtaining illustrations and application forms Assist Client Managers in preparation and implementation of advice Check accuracy and completeness of new business documentation as well as process new business applications Regularly monitor and chase up progress on applications and other transaction Produce accurate portfolio valuations Assist with the servicing of fund top ups, withdrawals, switches and rebalances Provide a friendly and professional point of contact for clients Provision of ad-hoc data, analysis and reports as required by management or Client Managers Assist Client Managers in preparation of client catch up and review meetings The ideal candidate will come from the IFA background, ideally 5 years plus working closely with advisors. You will have a good understanding of the wealth management industry and products, allowing you not only to support administratively but also with advice to clients where needed. A can-do and collaborate attitude to work, all the of the team pull together to support one another to make sure that the customer has the best service possible If you are looking for your next role in the IFA industry and in an company with a really great environment, then please do apply directly to the advert