Trainee Client Liaison Coordinator Newcastle under Lyme, Staffordshire 33.5 per week (7.5 hours Monday to Thursday, 3.5 hours Friday mornings) £22,000

Are you ready to start a rewarding career in client services?

Our client has an exciting opportunity for a Trainee Client Liaison Coordinator to join their established team. This role offers full training, so no prior experience is required, just a passion for delivering excellent client care and a positive, can-do attitude!

Founded in 1980, our client have been offering tailored financial advice to individuals and businesses across Staffordshire, South Cheshire, and Shropshire. Over the years, they've grown to serve clients nationwide, always maintaining a strong focus on delivering solutions that truly meet the needs of their clients.

As a Trainee Client Liaison Coordinator, you will assist the Head of Client Liaison in managing client relationships. If you're ready to embark on a new challenge with plenty of opportunities for personal and professional growth, this is a fantastic opportunity for you!

Are you the right person for the job?

No experience necessary full training provided!
A good general education, including GCSE English and Maths
Confidence using Microsoft Office and general IT systems
Strong communication skills, with a friendly and professional approach
Ability to work with initiative, patience, and common sense
A cheerful attitude and an excellent sense of humour

What will your role look like?

Scheduling review and advice meetings for our clients
Communicating with insurance companies and fund providers to obtain up-to-date valuations
Liaising with clients via phone, email, post, and in person to answer queries, process new business, and support existing plans
Processing applications on our back-office system and provider platforms
Keeping our systems and client records accurate and up to date
Managing a diary system to ensure timely actions are taken

What can you expect in return?

After your 6-month probationary period, you will be supported to undertake industry-specific exams, with training materials and exam costs covered by the firm
Pension Scheme
Death in Service Scheme
Profit Related Bonus Scheme

This is a great opportunity to develop your career within the financial services industry.

Click APPLY now!

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BRB Wealth Management jobs

Trainee Client Liaison Coordinator