Financial Services Coordinator

4 weeks ago


Inverness, Highland, United Kingdom Brook Street UK Full time

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

What We Offer:

  • Career Development: Opportunities for training and support to achieve professional qualifications
  • Flexible Working: Options to work from home and achieve a better work-life balance

Role Highlights:

  • Provide administrative support to our financial planning team, including data entry, document management, and client communication
  • Assist with client onboarding, including setting up new clients and maintaining accurate records
  • Contribute to the development of our financial planning services, including research and analysis

Requirements:

  • Proven experience in a financial services administration role
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Apply Now:



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