Financial Planning Coordinator

7 days ago


Chelmsford, Essex, United Kingdom Gcbrecruitment Full time

We are seeking an experienced Financial Administrator to join our client's team in the Chelmsford area. As a Financial Administrator, you will be responsible for providing administrative support to the Financial Planners and contributing to the growth of the business.

Key Responsibilities:

  • Process new business applications and assist with suitability reports
  • Book client reviews and support the Advisors
  • Deal with incoming calls and e-mails

Requirements:

  • Experience working in Finance Advice practice
  • Experience or understanding of financial processes
  • Excellent customer service and interpersonal skills
  • Ability to work on own initiative and as part of a wider team
  • Strong communication skills; both written and verbal
  • Attention to detail
  • Organised
  • Strong IT skills

What We Offer:

  • A competitive salary of £28,000
  • Career progression opportunities
  • Qualifications funded and supported
  • 20 days holiday plus bank holidays
  • Parking
  • Healthcare (after the qualifying period)

About Our Client:

GCB Agency Recruitment Ltd is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is a leading Financial Planning company.



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