Senior Financial Services Coordinator

17 hours ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Ltd Full time

Are you looking for a challenging role that offers a wide range of opportunities for growth and development? We are seeking a highly skilled Senior Financial Services Coordinator to join our team at IDEX Consulting Ltd.

Key Responsibilities:
  • You will be responsible for delivering high-quality financial planning services to clients, ensuring their goals are met and exceeded.
  • Maintain up-to-date technical knowledge of investment markets, products, and services, as well as financial planning methodologies and tax procedures.
  • Build and maintain personal and business relationships to help identify new opportunities and raise the firm's profile.

A competitive salary of £38,000 - £48,000 per annum is on offer, depending on experience, as well as opportunities for career advancement.



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