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Financial Services Coordinator

2 months ago

Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time £30,000
About the Role

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at CMD Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services practice.

Key Responsibilities
  • Communicate with policy providers to ensure seamless service delivery
  • Facilitate the annual review process to ensure timely completion
  • Provide exceptional customer service to internal and external stakeholders
  • Assist in the development of ongoing 'value adding' projects to support business growth
Requirements
  • High level of experience in administration within a financial sector
  • Excellent IT skills in MS Word and Excel
  • Professional telephone manner and superb customer service skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
About Us

Our client is a growing financial services practice that specializes in giving expert financial planning advice to business owners and private clients. We are a dynamic and ambitious company that values innovation and teamwork.