Senior Financial Services Coordinator
3 days ago
We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our wealth management practice, you will provide holistic support to our Financial Advisers and Paraplanning team.
The ideal candidate will have in-depth knowledge and understanding of the Financial Planning process, as well as experience using industry software, preferably gained within an IFA or financial services practice.
Key Responsibilities:
- Provide technical and administrative support to the team, maintaining an excellent level of client service.
- Process business submissions using relevant software, ensuring timely completion in line with regulatory requirements.
- Assist with new business and tasks, ensuring efficient processing and compliance.
- Participate in on-the-job training and professional development opportunities to enhance skills and career progression.
Requirements:
- Confident, numerate, and professional individual with a 'can-do' working style.
- Ability to work independently and as part of a team, using initiative to achieve goals.
- Strong communication and interpersonal skills, with a focus on delivering exceptional client service.
About Brevere Group:
We are a dynamic and supportive wealth management practice, committed to providing fee-based advice to high net worth clients. Our team is dedicated to delivering exceptional service and results-driven solutions.
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