Fiducia Wealth Management Limited are Chartered Financial Planners based in Essex and Suffolk, providing expert advice on pensions, investments, inheritance tax planning, and more. With over 20 years of experience, the firm creates tailored financial plans to help clients achieve their financial goals. As a Chartered firm, Fiducia adheres to the highest standards in giving unbiased advice, always placing client interests first. Whether approaching retirement, receiving an inheritance, or wanting to grow wealth, FCA regulated advisors offer the expertise needed. With offices in Colchester, Chelmsford, and Brentwood, the award-winning team offers no-obligation discussions to new clients.
Role Description
This is a full-time hybrid role for a Client Services Administrator located in Dedham, with some work-from-home options available (up to one day per week). The Client Services Administrator will be responsible for managing client interactions, providing administrative support, and handling customer service tasks. The role involves effectively communicating with clients, maintaining client records, and supporting financial advisors in managing client accounts.
Qualifications
* Client Services and Customer Service skills
* Administrative Assistance skills
* Basic understanding of Finance
* Strong organizational and multitasking abilities
* Proficiency in office software (e.g., MS Office) and CRM systems
* Prior experience in a financial services environment is a plus
* Bachelor's degree in Finance, Business Administration, or related field preferred
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
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