Financial Planning Support Coordinator
12 hours ago
Financial Planning Support Administrator
We are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Support Administrator. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring the smooth operation of our office.
Key Responsibilities:- Provide exceptional client service, responding to phone calls, emails, and face-to-face interactions with a high level of professionalism and courtesy.
- Organize and coordinate appointments and meetings, ensuring accurate and timely communication with colleagues and clients.
- Collate and present information for meetings, creating professional and client-friendly portfolio details.
- Contribute to projects and initiatives, demonstrating a proactive and flexible approach to meeting deadlines and client requests.
- Work collaboratively with the team to achieve shared goals, providing support and assistance as needed.
We offer a fully supported route towards professional qualifications, with fully funded study opportunities. If you are a motivated and enthusiastic individual looking to develop your skills and experience in a dynamic and supportive environment, we encourage you to apply.
About Us:
Lloyd Recruitment Services Ltd is a leading recruitment agency, dedicated to providing exceptional service to our clients and candidates. We are committed to building long-term relationships and delivering results-driven solutions.
What We Offer:
- A competitive salary and benefits package.
- A supportive and collaborative team environment.
- Opportunities for professional development and growth.
- A dynamic and fast-paced work environment.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are interested in this exciting opportunity, please submit your application, including your CV and a cover letter, to [insert contact information].
We look forward to hearing from you.
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