This role is pivotal in ensuring the smooth operation of their financial planning services.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team.
The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
Utilising core skills in computer proficiency, administrative expertise, and exceptional phone etiquette, you will coordinate service requests, schedule appointments, and maintain accurate records.
Are you looking for a varied and interesting role to showcase your administrative expertise and customer service skills?
As a Service Coordinator, you will be a vital link between customers and our service team, ensuring seamless communication and efficient resolution of issues.