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Senior Financial Services Coordinator

1 month ago

Leeds, Leeds, United Kingdom IDEX Consulting Full time

Are you looking for a challenging and rewarding career in financial services? As a Senior Financial Services Coordinator with IDEX Consulting, you will play a crucial role in supporting our wealth management team. You will work closely with our experienced financial planners to deliver exceptional client outcomes and build strong relationships with our clients.

About the Role
  • We are seeking an individual with recent experience within a financial advisory business to join our growing team.
  • Your main responsibility will be to work closely with our financial planners to deliver excellent client outcomes.
  • You will also be responsible for building relationships with clients and maintaining regular contact.

The successful candidate will have opportunities for study support and progress within our company.

The estimated salary for this role is £45,000 - £60,000 per annum.