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Financial Operations Coordinator
2 months ago
Position: Finance Administrator
Location: West Bridgford
Salary: up to £28,000 DOE
We are looking for a detail-oriented and committed Financial Administration Specialist to become a key member of our client's vibrant team. In this essential position, you will play a crucial role in assisting financial planners and paraplanners by overseeing a variety of administrative responsibilities that are vital for providing exceptional financial services to clients.
Key Responsibilities:
- Support financial planners in the preparation and management of client documentation.
- Assist in the organization and maintenance of financial records and reports.
- Coordinate communication between clients and financial advisors to ensure seamless service delivery.
- Handle administrative tasks related to financial planning processes.
Ideal Candidate:
The successful candidate will possess strong organizational skills, attention to detail, and a proactive approach to problem-solving. Experience in a financial services environment is preferred.
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