Client & Event Coordinator
The role of Client & Event Coordinator is a hybrid role involving the following two elements:
This role has been created due to continued growth within the business which has created this unique opportunity to coordinate and deliver outstanding service to our clients. The client services coordinator element is created due to maternity cover and as such short term the role will be balanced, and long term may be more weighted towards the event coordinator element. The successful candidate shall be responsible for ensuring every client receives the best, long-term financial advice from the team of outstanding Financial Advisers / Wealth Managers.
This role requires a high level of communication skills to prioritise and coordinate workload activities, whilst being the main conduit for client feedback. In addition to this, the role will focus on the creation, planning and coordination of client events. The company loves to engage with clients through a mixture of informative and entertaining events, and the delivery of these events plays an important part of the client offering.
The successful candidate will be given the opportunity to develop and grow in the role, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications within financial services and begin a long term, successful career in wealth management
Key Experience & Skills
To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)