Financial Services Coordinator
4 weeks ago
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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Financial Services Coordinator
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Financial Services Coordinator
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Inverness, Highland, United Kingdom Brook Street UK Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Brook Street UK. As a key member of our financial planning firm, you will provide administrative and client relationship support to our clients across the North of Scotland.What We Offer:Career Development: Opportunities for training and support...
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Financial Services Coordinator
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Financial Services Coordinator
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