Top Chartered Wealth Management Firm

Are you an organised, people-focused professional looking to join one of London’s most respected Chartered Wealth Management firms? If you thrive in a varied, fast-paced environment where no two days are the same, this Client Services and Office Coordinator role could be your perfect next step.

�? The Opportunity:

We are exclusively partnering with a long-established and highly ethical financial planning business based in Central London. As a Client Services and Office Coordinator, you'll play a pivotal role in supporting the Managing Director, coordinating day-to-day office operations, and helping deliver an exceptional client experience.

This is more than just an administrative job - it's a chance to become a key part of a company that values its people as much as its clients.

?? Key Responsibilities:

• Provide PA support to the Managing Director, including diary and travel management
• Coordinate distribution of client newsletters, brochures, and marketing materials
• Assist with planning and managing client events, seminars, and internal social functions
• Act as first point of contact for visiting clients - helping manage documentation, ensuring CRM records are up to date, and delivering a polished, professional welcome
• Liaise with advisers to ensure client meetings run smoothly and information is accurately handled
• Support wider marketing projects and team initiatives

? About You:

The successful Client Services and Office Coordinator will be:

• Professional, personable, and polished, with strong organisational skills
• Experienced in office admin, PA, marketing support, or similar roles - ideally within financial services (though this is not essential)
• Proficient in Microsoft Office, with a keen eye for detail and a can-do attitude
• Comfortable liaising with high-net-worth clients and working in a confidential environment
• Enthusiastic, proactive, and looking for a long-term role within a supportive team

�? What’s On Offer:

• Salary: £42,000 + annual bonus
• Hybrid working (Central London HQ with home flexibility)
• Generous benefits package including private healthcare, pension, and training support
• Collaborative, close-knit team with a strong emphasis on ethics and service
• Ongoing development and regular social events

Whether you’re coming from a Financial Services admin role or a PA/marketing background, if you love variety, responsibility, and client interaction, this Client Services and Office Coordinator role offers a superb next step in your career.

?? Apply today by sending your CV to Ryan at Financial Divisions