Financial Services Coordinator

4 days ago


Liverpool, Liverpool, United Kingdom Search Full time

Job Summary:

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Search. As a key member of our Wealth Services team, you will provide exceptional administrative support to our Financial Advisors, ensuring seamless delivery of services to our clients.

Key Responsibilities:

  • Provide high-quality administrative support to the Wealth Services teams, including updating client records and liaising with Advisers and other teams.
  • Study towards the Diploma in Regulated Financial Planning to enhance your skills and knowledge.
  • Contribute to the development of our team by sharing your ideas and expertise.

What You'll Gain:

  • A comprehensive training and development program to help you grow in your career.
  • A competitive salary and excellent benefits package.
  • A dynamic and supportive work environment that encourages collaboration and innovation.

About Us:

Search is a leading provider of financial services, dedicated to delivering exceptional results to our clients. We are committed to fostering a culture of excellence, innovation, and teamwork.



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