Client Services Coordinator Financial Advisors
Job in
Swanley, Kent County, BR8, England, UK
Listed on 2025-12-22
Listing for:
IDEX Consulting
Full Time
position Listed on 2025-12-22
Job specializations:
-
Finance & Banking
Financial Services, Business Administration, Regulatory Compliance Specialist
Job Description & How to Apply Below
A financial services firm in Swanley is seeking a Financial Administrator to support the Client Service Team. Responsibilities include assisting advisers with portfolio reviews, managing the annual review process, and preparing documentation. Ideal candidates will have experience in financial services, strong organizational and communication skills, and proficiency in Microsoft Office. The firm promotes a culture of inclusion and equity in the workplace.
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