Senior Financial Services Coordinator

4 days ago


Oxford, Oxfordshire, United Kingdom Service Care Legal Full time
We are looking for a skilled and detail-oriented Senior Financial Services Coordinator to join our team at Service Care Solutions, working with a reputable financial advisory firm in Oxfordshire. The successful candidate will have a strong background in financial planning, excellent analytical skills, and a passion for delivering exceptional client service.

Key Responsibilities:
  • Conducting in-depth financial analysis and research to develop tailored planning recommendations.
  • Reviewing and managing client portfolios to ensure optimal performance.
  • Collaborating with Financial Planners in client meetings to foster client relationships and provide exceptional service.

Requirements:
  • A strong background in financial planning.
  • Excellent analytical and communication skills.
  • The ability to work effectively in a team environment.

What We Offer:
  • A highly competitive salary of £45,000 per annum.
  • Flexible working arrangements, including hybrid working options.
  • The opportunity to work with a reputable financial advisory firm in Oxfordshire.


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