Senior Financial Services Coordinator

1 day ago


Droitwich, Worcestershire, United Kingdom Brevere Group Full time
Financial Services Administrator Opportunity

We are seeking a highly organized and proactive Financial Services Administrator to join our team at Brevere Group. As a key member of our Financial Planning team, you will provide exceptional support to our Financial Advisers and Paraplanning team, ensuring seamless delivery of our services to clients.

Key Responsibilities:

  • Provide technical and administrative support to the team, maintaining a high level of client service and ensuring timely processing of new business and tasks.
  • Utilize industry software to process business submissions and maintain accurate records.
  • Work collaboratively with the team to achieve business objectives and contribute to a dynamic and supportive work environment.

Requirements:

  • Proven experience in a Financial Services administration role, with a strong understanding of the Financial Planning process.
  • Excellent communication and organizational skills, with the ability to work with minimal supervision.
  • Proficiency in industry software and a willingness to learn and adapt to new systems.

What We Offer:

  • A competitive basic package and opportunities for professional development and career progression.
  • A dynamic and supportive work environment, with a focus on delivering exceptional client service.
  • The chance to work with a forward-thinking and innovative firm, committed to improving and developing its services.

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