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Financial Services Coordinator
2 months ago
We are seeking a skilled administrator to join our client's established independent financial advice practice in South West London.
As a key member of the team, you will be responsible for delivering exceptional client experiences to high net worth clients.
Key responsibilities include:
* Providing administrative support to the team
* Maintaining accurate records and files
* Coordinating client meetings and appointments
* Developing and maintaining strong relationships with clients
Our ideal candidate will have a minimum of 2 years' experience in administration or client service within the wealth management sector.
They will also possess excellent IT skills, ideally with experience on Intelligent Office and other platforms.
In return, our client offers a competitive salary and the opportunity to work in a dynamic and supportive team environment.
If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
