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Financial Services Coordinator
2 months ago
Job Summary:
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Search. As a key member of our Wealth Services team, you will provide administrative support to our Financial Advisors, ensuring exceptional service to our clients.
Key Responsibilities:
- Administrative Support: Provide high-quality administrative support to our Wealth Services teams, including updating client records and liaising with Advisers and other teams.
- Client Communication: Develop strong relationships with clients, ensuring their needs are met and exceeded.
- Training and Development: Study towards the Diploma in Regulated Financial Planning and participate in ongoing training and development opportunities.
- Team Collaboration: Work collaboratively with our team to achieve business objectives and provide exceptional service to our clients.
Requirements:
- Strong Communication Skills: Excellent written and verbal communication skills, with the ability to communicate effectively with clients and colleagues.
- Organizational Skills: Strong organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
- Technical Skills: Proficient in computer-based applications, including Word and Excel.
- Education and Qualifications: Aspirations to succeed and develop a rewarding career in the financial services sector, with a strong desire to learn and grow with our company.
About Search:
Search is an equal opportunities recruiter, committed to providing a diverse and inclusive work environment. We welcome applications from all suitably skilled or qualified applicants, regardless of their background or experience.
