Artemis Human Capital is proud to be recruiting on behalf of a respected wealth management firm that has shown impressive growth and evolution in recent years. Having partnered with this business across multiple successful hires, we know them as a company that values precision, teamwork, and client-focused delivery. This newly established role is a great fit for someone withstrong coordination skills and proven experience operating within or in close connection to a busy wealth management setting. The Role As Project Co-Ordinator, youll play a key role in supporting the rollout of a new client platform and driving improvements in client onboarding and operational delivery. Working alongside a hands-on, experienced team, your role will involve: Assisting with the successful delivery of a new client platform and supporting business-wide migration activity. Coordinating client onboarding and account transitions in line with internal processes and compliance requirements. Supporting financial advisers and the wider team to ensure a smooth and professional client experience. Identifying and addressing any operational issues arising from the platform transition. Helping to maintain and refine process documentation and internal workflows. The Person This is a great opportunity for someone who enjoys getting involved in project delivery while remaining connected to the day-to-day operations of a busy,client-focused business. To be considered, candidates must have: Previous experience working within, or closely alongside, a wealth management or private client business this is essential. A good understanding of client onboarding and operational support processes within a regulated environment. Any involvement in platform transitions, migrations, or process improvement initiatives would be advantageous. A detail-oriented, proactive approach with strong organisational and communication skills. A collaborative attitude and ability to build strong internal working relationships. The Benefits Our client offers a supportive, professional environment with a strong focus on employee wellbeing and growth. Package includes: Competitive salary between £30,000£35,000 depending on experience. Hybrid working model and early Friday finish (1pm). Exposure to high-quality clients and interesting operational projects. Study support for relevant qualifications. Strong progression opportunities and professional development support. Friendly, team-oriented culture with excellent leadership. To apply for this Project Co-Ordinator Wealth Management role, please click below or contact Beth Gault at Artemis Human Capital in the strictest confidence. Skills: Project Coordinator Wealth Management Financial Planning Paraplanning Financial Services Admin