Director and Chartered Financial Planner at Kirby & Knott Financial Planning Ltd
Company Description
Kirby & Knott Financial Planning is based in Gloucester and provides tailored financial planning solutions to meet individual needs.
Role Description
This is a full-time on-site role for a Client Services Coordinator, located in Maisemore. The Client Services Coordinator will be responsible for managing client communications, scheduling appointments, preparing and processing financial documents, and maintaining client records. The role includes providing exceptional customer service and ensuring smooth administrative operations within the office.
Qualifications
* Strong communication and interpersonal skills
* Experience in client relationship management and customer service
* Proficient in administrative tasks, including scheduling and record-keeping
* Attention to detail and accuracy in preparing financial documents
* Ability to work independently and prioritize tasks effectively
* Knowledge of financial planning services and wealth management products is a plus
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Seniority level
Entry level
Employment type
Full-time
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