Project Coordinator – Wealth Management
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 with strong coordination skills and proven experience operating within — or in close connection to — a busy wealth management setting.
The Role
As Project Co-Ordinator, you’ll 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–£40,000 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.