Client Services and Office Coordinator – Top Chartered Wealth Management Firm, Hybrid working - Financial Divisions : Job Details

Ref: SN/23626

Send your CV to Sam Negbenebor at Financial Divisions.

Are you a highly 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 ideal next step.

The Opportunity

We are exclusively partnering with a long-established, 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
• Delivering an exceptional client experience

This is more than an administrative role – it’s a chance to become a key member 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 communications (newsletters, brochures, marketing materials)
• Assist with planning and managing client events, seminars, and internal functions
• Act as first point of contact for visiting clients – managing documentation, updating CRM records, and delivering a polished, professional welcome
• Liaise with advisers to ensure client meetings run seamlessly
• Support wider marketing projects and business initiatives

About You

You will be:

• Professional, personable, and polished, with excellent organisational skills
• Experienced in office administration, PA, client services, or marketing support – ideally within financial services (though not essential)
• Proficient in Microsoft Office, detail-oriented, and proactive
• Comfortable liaising with high-net-worth clients in a confidential, professional manner
• Enthusiastic, collaborative, and committed to building a long-term career within a supportive team

What’s On Offer

• Salary: £42,000 annual bonus
• Hybrid working: Central London HQ with home-working flexibility
• Benefits: Private healthcare, pension, and full training support
• Culture: Collaborative, close-knit team with strong ethics and client focus
• Extras: Ongoing development opportunities and regular social events

Whether you’re from a financial services background or bring PA/marketing expertise from another sector, if you love variety, responsibility, and client interaction, this is an outstanding opportunity to develop your career with a leading Chartered Wealth Management firm.

To apply, send your CV to Sam Negbenebor at Financial Divisions.