Cheshire, Lancashire, Staffordshire, Merseyside, and Greater Manchester
We are a leading home improvement company supplying Conservatories, Orangeries, Double Glazing Windows and UPVC doors in Cheshire, Lancashire, Staffordshire, Merseyside, and Greater Manchester.
They are currently seeking a dedicated Financial Services Coordinator to join their team.
Our client, a reputable financial advisory firm based in Chorley, is renowned for delivering personalised financial solutions, prioritising professionalism, and exceeding client expectations.
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.
They are now seeking a dedicated Senior Client Services Associate to join their team.
Our client, a respected financial advisory firm based in Chorley, is committed to delivering bespoke financial solutions to their clients, prioritizing professionalism and client satisfaction.
Role Overview
Reporting directly to the Operations Manager, you will play a crucial role in supporting financial advisers, managing client relationships, and ensuring the seamless operation of the client services department.