Mortgage and Financial Services Coordinator

4 weeks ago


Taunton, Somerset, United Kingdom Office Angels Full time £23,000 - £26,250
Position Overview:

We are seeking a skilled Mortgage and Financial Services Coordinator to join our esteemed financial advisory firm. This role is ideal for individuals with a background in administrative support within the financial sector.

Key Responsibilities:
  • Manage client interactions and maintain exceptional customer service standards.
  • Utilize various software applications for data entry and client database management.
  • Collaborate with the Client Relations team to streamline office processes.
  • Coordinate the scheduling of meeting rooms and conference facilities.
Qualifications:

The ideal candidate will have experience in roles such as Financial Services Administrator, Client Relationship Manager, or similar positions within a professional services context.

Compensation and Benefits:

Salary range: £23,000 - £26,250 PA based on experience. To reach the upper salary tier, prior experience in financial services is preferred.

We offer a comprehensive benefits package including:

  • Generous Pension Scheme
  • 30 days of annual leave plus Bank Holidays
  • Additional day off for your Birthday
  • Two extra days for Christmas shutdown
  • Professional development opportunities with study support
  • Annual salary reviews and bonus schemes
  • Employee Assistance Program
  • A supportive workplace culture with strong values
Work Environment:

Enjoy a well-equipped staff room and gym facilities, promoting a healthy work-life balance.

Application Process:

To learn more about this opportunity, please submit your application through our online portal. We are committed to equal opportunity employment and welcome diverse candidates to apply.



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