FINANCIAL LIFESTYLE MANAGEMENT LIMITED seeks a motivated individual to support Financial Advisers in providing exceptional client service. This role involves managing client records using Salesforce, liaising with third parties, and ensuring compliance with regulatory requirements.
The ideal candidate will possess strong communication skills, be calm under pressure, and have a proven track record in a supporting role within Finance or Financial Services. Join a dynamic team focused on delivering effective financial planning solutions.
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The ideal candidate will possess strong communication skills, be calm under pressure, and have a proven track record in a supporting role within Finance or Financial Services. Join a dynamic team focused on delivering effective financial planning solutions.
#J-18808-Ljbffr
Contact Details:
FINANCIAL LIFESTYLE MANAGEMENT LIMITED Recruitment Team
