Senior Financial Services Coordinator
5 days ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Brevere Group. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanning team, ensuring the smooth operation of our business.
Key Responsibilities:
- Provide technical and administrative support to the team, including maintaining accurate records and processing new business submissions.
- Ensure timely processing of new business and tasks, adhering to regulatory requirements.
- Develop and maintain strong relationships with clients, providing exceptional service and support.
- Collaborate with the team to identify and implement process improvements, enhancing our services and client experience.
Requirements:
- Proven experience in financial services administration, with a strong understanding of the financial planning process.
- Excellent communication and organizational skills, with the ability to work independently and as part of a team.
- Proficiency in industry software and technology, with a willingness to learn and adapt to new systems.
- A 'can-do' attitude, with a proactive approach to problem-solving and a commitment to delivering high-quality results.
About Us:
Brevere Group is a dynamic and supportive organization, dedicated to providing exceptional financial services to our clients. We offer a generous basic package and opportunities for professional development and career progression. If you are a motivated and detail-oriented individual, looking to join a forward-thinking team, we encourage you to apply for this exciting opportunity.
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