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Business Support Coordinator - Winchester - 28k-28.5k (DOE)
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!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
