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Financial Services Coordinator

2 months ago

Northampton, Northamptonshire, United Kingdom Ortus PSR Full time

{"h1": "Financial Planning Administrator", "p": "Elevate your career with a leading wealth management firm. Our client, a prestigious and fully independent financial advice, investment management, and stockbroking firm, is seeking a talented individual to join their dynamic team. With a rich history and a commitment to excellence, this firm offers a unique opportunity to work with a diverse client base, including private clients, trusts, charities, and companies.", "ul": [{"li": "Career Advancement: With an expanding client base, our client offers significant opportunities for progression, supporting your career growth every step of the way."}, {"li": "Supportive Work Environment: Join a team that values collaboration, professional development, and long-term staff retention."}, {"li": "Competitive Benefits: Enjoy 25 days of holiday, a 5% employer pension contribution, study support, flexible working options, and more."}], "h2": "Key Responsibilities", "ul": [{"li": "Maintain and update client records, process new business applications, and manage general administrative duties."}, {"li": "Communicate with providers to gather information on existing plans and obtain plan valuations."}, {"li": "Ensure all client correspondence is handled efficiently and professionally."}], "h2": "Ideal Candidate Profile", "ul": [{"li": "Proven administration experience within Financial or Professional Services."}, {"li": "Strong attention to detail and analytical thinking."}, {"li": "Excellent written and verbal communication skills."}, {"li": "Effective organizational and time management abilities."}, {"li": "Proficiency in Microsoft Word, Excel, and Outlook."}], "p": "If you're detail-oriented, highly organized, and eager to make an impact, this is your chance to join a reputable firm that values your contribution.", "p": "Apply today to become an integral part of a thriving wealth management business."}