Client Services Coordinator
1 day ago
We are seeking a skilled Client Services Coordinator to join our team at Uniting People. In this role, you will be responsible for supporting a Financial Adviser in delivering exceptional client service and contributing to the growth and success of our business.
The ideal candidate will possess strong numeric, analytical, and communication skills, with a proven background in paraplanning or a related field.
Key Responsibilities:- Assist in developing and maintaining client relationships.
- Conduct research and analysis to support client needs.
- Ensure compliance with industry regulations and best practices.
- CII Certificate or Diploma in Financial Planning or similar qualification.
- Proven background in paraplanning or a related field.
- Excellent communication and interpersonal skills.
- A competitive salary: £38,000 - £58,000 per annum (dependent on experience).
- Opportunities for professional development and growth.
- A collaborative and dynamic team environment.
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Financial Services Coordinator
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Food Services Coordinator
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