Financial Services Coordinator

5 days ago


Kingston upon Thames, Greater London, United Kingdom Heat Recruitment Full time
IFA Administrator Opportunity

We are seeking a highly organized and detail-oriented administrator to support our independent financial advice practice in South West London.

Key Responsibilities:

  • Provide exceptional client service and support to high net worth clients
  • Manage client data and maintain accurate records
  • Develop and implement administrative processes to improve efficiency
  • Collaborate with the team to achieve business objectives

Requirements:

  • Minimum 2 years' experience in administration or client service within the wealth management sector
  • Excellent IT skills, including experience with Intelligent Office and other platforms
  • Strong communication and interpersonal skills

What We Offer:

  • A highly competitive salary
  • The opportunity to work in a dynamic and supportive team environment
  • Professional development and growth opportunities

About Heat Recruitment:

We are a leading recruitment agency specializing in financial services and wealth management. Our team is dedicated to providing exceptional service and support to our clients and candidates.



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