Financial Services Coordinator
12 hours 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 team, you will provide holistic support to our Financial Advisers and wider team, ensuring the delivery of exceptional client service.
The successful candidate will have in-depth knowledge and understanding of the Financial Planning process, with experience using industry software, ideally gained within an IFA or financial services practice. You will be responsible for supporting the provision of holistic financial planning services for both personal and corporate clients, incorporating the use of protection products, investment products, pension planning, and tax planning.
Key responsibilities will include:
- Assisting with the preparation of reports and research for meetings and supporting the financial planner with clients.
- Liaising with clients/providers to submit/process various types of new business.
- Recommending improvements to clients' records, systems, and practices.
- Organising and supporting every client as effectively and efficiently as possible to the Group's standards.
You will be an ideal candidate if you have a strong understanding of the financial services industry, excellent communication skills, and the ability to work effectively in a team environment. If you are a motivated and organized individual who is passionate about delivering exceptional client service, we would love to hear from you.
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Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As a key member of our corporate client service team, you will be responsible for providing exceptional service to our clients, ensuring the efficient administration of their financial services, and...
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Financial Services Coordinator
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Financial Services Coordinator
7 days ago
Norwich, Norfolk, United Kingdom Brevere Group Full timeFinancial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers and wider team in delivering exceptional client service.The successful candidate will have a...
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Norwich, Norfolk, United Kingdom Brevere Group Full timeFinancial Services AdministratorJoin our team at Brevere Group as a Financial Services Administrator and contribute to the success of our dynamic and supportive environment.We are seeking a professional and proactive Financial Services Administrator to provide holistic support to our Financial Advisers and wider team. The successful candidate will have...
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3 days ago
Norwich, Norfolk, United Kingdom Brevere Group Full timeFinancial Services AdministratorJoin our team at Brevere Group as a Financial Services Administrator and contribute to the success of our dynamic and supportive environment.We are seeking a professional and proactive Financial Services Administrator to provide holistic support to our Financial Advisers and wider team. The successful candidate will have...
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Financial Services Coordinator
4 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time{"h1": "Trainee Administrator Role", "p": "At Service Service Employment Agency Limited, we are seeking a highly motivated and organized individual to join our team as a Trainee Administrator. This exciting opportunity will provide you with the chance to learn and develop your skills in a busy financial services practice. As a Trainee Administrator, you...
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Financial Services Coordinator
4 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time{"h1": "Trainee Administrator Role", "p": "At Service Service Employment Agency Limited, we are seeking a highly motivated and organized individual to join our team as a Trainee Administrator. This exciting opportunity will provide you with the chance to learn and develop your skills in a busy financial services practice. As a Trainee Administrator, you...