Financial Planning Coordinator
7 days ago
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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