Financial Services Coordinator

Updated: April 04, 2024 04:48 AM GMT

Burton Recruitment Limited

Chorley

Our client, a reputable financial advisory firm based in Chorley, is renowned for delivering personalised financial solutions, prioritising professionalism, and exceeding client expectations. They are currently seeking a dedicated Financial Services Coordinator to join their team.

Role Overview

As a Financial Services Coordinator, you'll report directly to the Operations Manager, playing a key role in supporting financial advisers, managing client relationships, and ensuring smooth operations in the client services department.

Responsibilities
• Act as the main point of contact for team members regarding their daily tasks and questions.
• Provide thorough support and oversight for the team's tasks, deadlines, and processes.
• Guide, train, and support the development of new employees and the wider team.
• Foster and strengthen relationships with financial advisers to promote effective collaboration.
• Prepare all necessary documents for client meetings, including regulatory... More Detail