Jobtailor in Whiteley, United Kingdom, invites applications for a role providing day-to-day support to financial advisers and serving as a primary contact for client inquiries. You will help build strong client relationships and manage calendars, meetings, and records to keep advisers informed.
The role emphasizes proactive, detail-oriented work in a client-focused environment and requires excellent communication skills and CRM proficiency.
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Client Relations Coordinator for Financial Advisers employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
