Financial Services Coordinator
5 days ago
We are seeking a highly organized and detail-oriented administrator to support our independent financial advice practice in South West London.
Key Responsibilities:
- Provide exceptional client service and support to high net worth clients
- Manage client data and maintain accurate records
- Develop and implement administrative processes to improve efficiency
- Collaborate with the team to achieve business objectives
Requirements:
- Minimum 2 years' experience in administration or client service within the wealth management sector
- Excellent IT skills, including experience with Intelligent Office and other platforms
- Strong communication and interpersonal skills
What We Offer:
- A highly competitive salary
- The opportunity to work in a dynamic and supportive team environment
- Professional development and growth opportunities
About Heat Recruitment:
We are a leading recruitment agency specializing in financial services and wealth management. Our team is dedicated to providing exceptional service and support to our clients and candidates.
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