Financial Services Coordinator

3 days ago


Scotland, United Kingdom Brook Street Full time

Financial Services Administrator

**Job Summary:**

We are seeking an experienced Financial Services Administrator to join our team at Brook Street. As a key member of our financial planning firm, you will provide administrative and client relationship support to our Financial Planners.

**Key Responsibilities:**

* Provide administrative support to Financial Planners, including managing office tasks, client reports, and database updates
* Coordinate meetings and ensure Financial Planners have necessary materials
* Develop and maintain strong relationships with clients

**Requirements:**

* 2-3 years experience as a Financial Services Administrator in a financial planning environment
* Experience of dealing with clients

**What We Offer:**

* Career development with training and support for professional qualifications
* Flexible working options

**About Us:**

We are an independent financial planning firm serving clients across the North of Scotland. We offer a supportive and dynamic work environment, with opportunities for career growth and development.



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