A varied and newly created role, this is a full-time opportunity based at our client's Head Office in Brinkworth, complete with resident office dogs!
Our Wiltshire-based client is seeking a dedicated professional to manage customer orders from initial enquiry to confirmed order, ensuring seamless coordination and exceptional service.
Are you a dynamic and experienced Sales Coordinator ready to make a significant impact in a fast-growing company?
Working as part of the team at an Appointed Representative of St. James's Place Plc.
This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director / Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.