Senior Financial Services Coordinator

6 days ago


Bournemouth, Bournemouth, United Kingdom Fram Search Full time

Fram Search is seeking a highly skilled and detail-oriented Administrative Support Specialist to join our team in a reputable Wealth Management firm based in the UK. Our client is committed to providing exceptional financial advice and wealth management services to a diverse client base.

The ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the financial advisors to focus on client engagement and strategy.

Key Responsibilities:

  • Provide comprehensive administrative support to financial advisors.
  • Manage client documentation, ensuring accuracy and compliance.
  • Coordinate client meetings and prepare necessary materials.
  • Maintain and update client records and databases.
  • Assist in the preparation of reports and financial statements.
  • Liaise with clients and providers to facilitate smooth communication and service delivery.

Requirements:

  • Previous experience in a financial services administration role is preferred.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Proficiency in Microsoft Office Suite.
  • Ability to work independently and as part of a team.
  • Knowledge of financial products and services is an advantage.

If you are a dedicated professional looking to further your career in wealth management, we would love to hear from you.



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