Adviser Portfolio Coordinator

12 hours ago


Edinburgh, Edinburgh, United Kingdom Greenbean Full time
About UsWe are Greenbean, a leading provider of innovative solutions to the financial industry. We are currently seeking an Adviser Portfolio Coordinator to join our team in Edinburgh. This is a salaried position with a salary range of £29,000-£30,000 per year.

The primary responsibility of the Adviser Portfolio Coordinator will be to coordinate and manage a portfolio of adviser partners across the UK. This involves providing excellent customer service, managing expectations, and working collaboratively with colleagues to achieve shared objectives.

To succeed in this role, you should have strong organisational skills, the ability to prioritise tasks effectively, and experience working in a similar capacity. You will also need to be comfortable working in a fast-paced environment where priorities can shift quickly.

As a valued member of our team, you will contribute to driving business growth, develop your skills and expertise, and enjoy a competitive salary and benefits package.

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