Are you an experienced, highly organised administrator with a passion for delivering outstanding client service? Do you thrive in a fast-paced environment and take pride in supporting others to achieve excellence?
If so, we'd love to hear from you!
Chilvester Financial is seeking a
Client Services Team (CST) Financial Planning Coordinator or Associate
to join our friendly, dynamic, and professional team in our Chippenham office. This is a key role, providing essential administrative support to one of our senior financial planners and helping manage a valued bank of clients.
This opportunity is ideal for someone with experience as an IFA administrator who is ready to grow within a supportive and collaborative environment. The role offered will depend on your experience -- with
Coordinator
being the entry-level position and
Associate
being the more senior.
Why Join Chilvester Financial?
At Chilvester, we believe that great people make great companies. We offer a welcoming workplace that values growth, wellbeing, and contribution.
Here's what you can look forward to:
Competitive salary (24k -28k Coordinator, 28k to 35k Associate, depending on experience)
25 days annual leave plus bank holidays
Office closure between Christmas and New Year
Option to buy or sell additional holiday
Excellent workplace pension scheme
Free car parking (after probation)
Early Friday finish (2pm!)
Employee Assistance Programme: 24/7 GP access, counselling, legal and financial guidance, fitness and nutrition support
Death in service cover (4x salary)
HealthShield Cash Plan giving you the ability to claim money back on everyday health care such as dental, optical and physio costs plus exclusive discounts on high street purchases and more.
Discounted financial advice for family and friends
Regular social events
Support for professional development and financial services qualifications
About the Role
This is a varied, hands-on position where you'll support both our clients and your aligned financial planner. You'll be the go-to person for keeping everything running smoothly -- handling key processes, maintaining high standards, and ensuring our clients have an exceptional experience every step of the way.
Coordinator Responsibilities (Entry-Level)
As a
CST Financial Planning Coordinator
, your responsibilities will include:
Producing annual review reports for clients
Supporting your aligned financial planner with day-to-day administration
Processing changes in client circumstances with care and efficiency
Managing client transactions and liaising with providers
Assisting clients with accessing and using our online portal
Communicating professionally with clients and third parties
Maintaining accurate CRM records
Assisting with data integrity and ensuring compliance
Supporting ad-hoc projects from the Operations & Systems Manager
Associate Responsibilities (Senior-Level)
If you are appointed as a
CST Financial Planning Associate
, you will take on all the responsibilities listed above,
plus
:
Mentoring and training new and existing team members
Conducting peer reviews to maintain quality and consistency
Collaborating closely with the Operations & Systems Manager on strategic and ad-hoc projects
This senior-level position is ideal for someone with strong experience in financial services who is ready to take on a senior role within the team.
Who We're Looking For
We're looking for someone who is:
Friendly, professional, and client-focused
A confident communicator (written and verbal)
Proactive and comfortable using task-based systems
Organised with strong attention to detail
Eager to contribute positively to a growing business
For the Associate role, you will also need:
Experience working in a financial services office
Experience as a senior or lead team member
Familiarity with Intelligent Office or similar CRM/task-based systems
Support & Development
We invest in our people. You'll receive full training, regular support, and opportunities to build your career. If you're aiming for industry qualifications, we'll be right behind you.
Minimum Requirements
A-Level (or equivalent) qualification
Minimum of 2 years' experience in an office environment (Coordinator*) Minimum of 2 years' experience in financial services is essential for the Associaterole
Financial services qualifications are a plus
Ready to Apply?
If you're enthusiastic, detail-oriented, and ready to make a real difference to clients and colleagues, we'd love to hear from you.
Please send your
CV
and a
short cover letter
explaining why you're the perfect fit for this role.
Job Type: Full-time
Pay: 24,500.00-35,000.00 per year
Benefits:
Company events
Company pension
Financial planning services
Health & wellbeing programme
Life insurance
Education:
A-Level or equivalent (preferred)
Experience:
Administrative: 2 years (required)
Work Location: In person
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