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.
General
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.
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.
Our client, a Financial Planning firm with various offices across the Northwest of England, is seeking an IFA Administrator.
You will play a crucial role in supporting the team of Financial Advisors and contributing to the overall success of the company.
This is an excellent opportunity for individuals with strong organizational skills, attention to detail, and a keen interest in developing a career in the finance industry.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Chorley offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
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