Financial Services Coordinator

2 weeks ago


Grantham, Lincolnshire, United Kingdom Brook Street Full time

Financial Services Role

We are seeking an experienced Financial Services Administrator to join our team at Brook Street. This is a fantastic opportunity to work in a dynamic environment and contribute to the success of our clients.

Key Responsibilities:

- Provide administrative support to Financial Planners
- Manage office tasks, client reports, and database updates
- Coordinate meetings and ensure Financial Planners have necessary materials

Requirements:

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



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