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!