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Financial Services Coordinator
2 months ago
Job Title: Financial Services Administrator
Industry: Financial Services
Location: Sutton Coldfield
Salary: up to £32,000
Job Description:
Recruit UK is seeking an experienced Financial Services Administrator to join a dynamic and innovative financial services company in Sutton Coldfield.
Key Responsibilities:
- Process and prepare authority letters, review packs, and client packs.
- Update the CRM system and maintain accurate records.
- Liaise with clients via phone and provide exceptional customer service.
- Support the team in achieving business objectives.
What We Offer:
- Competitive salary up to £32,000, dependent on experience.
- Professional development opportunities, including study support towards the Level 4 Diploma.
- Flexible working arrangements, including home and office working.
- A generous holiday package, including 25 days of annual leave plus bank holidays.
- A supportive and collaborative work environment.
About the Company:
Our client is a forward-thinking financial services company that values its employees and provides opportunities for growth and development.
Requirements:
- Previous experience in a financial services administration role.
- Excellent communication and customer service skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Proficiency in CRM systems and Microsoft Office.
