Financial Operations Coordinator

7 days ago


Canterbury, Kent, United Kingdom TN Recruits Full time

This is an exciting opportunity for an experienced Administration Assistant to join our team at TN Recruits in supporting our Private Client team in their day-to-day financial operations.

You will be supporting a fee earner who offers financial planning functions within savings and investments, covering the following duties:

  • Portfolio management and analysis.
  • Pension plan advice and guidance.
  • Arranging appointments and meetings with clients.
  • Liaising with financial services providers.
  • Collating information for internal records and reports.
  • Obtaining illustrations and quotations from financial services providers.
  • Handling application forms on behalf of clients.
  • Scanning, filing, and printing documents.
  • Ensuring all deadlines are met and tasks are completed efficiently.

About You:

We are looking for an experienced and confident Administrator who is:

  • An efficient prioritizer and comfortable working to deadlines.
  • Keen to progress and develop their skills.
  • Articulate and professional in their communication.
  • Able to work effectively in a team environment.
  • Proficient in using administrative software and systems.


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