Business Support Coordinator (J4823) Winchester, England
Are you a highly organised and proactive professional looking for your next exciting opportunity? We’re partnering with a well-established Wealth Management firm in the heart of Winchester to find an exceptional Business Support Coordinator to join their welcoming and professional team.
This is a pivotal role within the team. You will be the glue that holds the team together, ensuring seamless operations and outstanding client service. If you thrive in a dynamic environment where no two days are the same, this could be the perfect fit for you!
What You’ll Be Doing
* Diary & Meeting Management – Organising schedules and appointments for IFAs
* Client Case Preparation – Ensuring files are ready for Advisor presentations
* Database & Records Management – Keeping everything up-to-date and accurate
* Client Communications – Updating clients on progress and policy valuations
* Reception & Front Desk Duties – Welcoming and hosting clients with professionalism
* Call & Mail Handling – Managing incoming/outgoing calls and correspondence
* Office & Facility Management – Keeping things running smoothly, from supplies to supplier coordination
What We’re Looking For
* At least 3 years of experience in a similar role
* Highly organised with strong attention to detail
* Tech-savvy. Advanced Excel and Microsoft 365 skills
* A calm problem-solver who can adapt and find solutions
* Professional communication skills and a client-focused mindset
The Details
* Full-time, office-based role (Monday – Friday, 9 am – 5 pm)
* Central Winchester location (please note there is no parking)
* A fantastic opportunity to join a supportive and professional team
If this sounds like the role for you, send your CV today!
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