Senior Financial Advisor - Newcastle - beBeeSalary

    beBeeSalary
    beBeeSalary Newcastle

    1 week ago

    Full time

    Job title: Senior Client Service Officer – Financial Planning

    Description

    We are seeking a highly skilled and experienced Senior Client Service Officer to join our team in the Financial Planning department.

    • This role involves managing client applications and providing exceptional service with over 5 years of experience and strong organizational skills.

    The ideal candidate will have excellent communication, problem-solving, and time management skills, as well as the ability to work effectively in a fast-paced environment. Key responsibilities include:

    Key Responsibilities

    • Client Application Management: Manage client applications from initial contact through to completion, ensuring timely processing and resolution of any issues that arise.

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