Financial Services Coordinator
14 hours ago
Join our team at Service Service Employment Agency Limited as a Trainee Administrator and take the first step in your career in the financial services industry.
About the Role:We are seeking a highly motivated and organized individual to provide administrative support to our Financial Planning Partners and administration team. As a Trainee Administrator, you will be responsible for:
- Providing technical and administrative support to the Partner and advisers.
- Being a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office.
- Using bespoke software to manage business submissions.
- Managing the Practice's CRM database on a day-to-day basis.
- Keeping the back office system updated, maintaining live files and case notes.
- Providing additional support for the Partner as and when required.
To be considered for this exciting role, you will need:
- To be keen to start work in the financial services industry.
- Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software.
- Good time management and planning skills.
We offer a full-time position, Monday to Friday, 9am until 5pm, with 1 hour for lunch. You will also receive 20 days of holiday, plus 2 extra days granted by the company during Christmas, on a discretionary basis.
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Financial Services Coordinator
12 hours ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time{"title": "Financial Services Coordinator", "content": "Our client, a reputable financial planning and wealth management practice, is seeking a skilled Financial Services Coordinator to join their team.About the RoleThis is a dynamic position that requires a high level of organization and attention to detail. As a Financial Services Coordinator, you will be...
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Financial Services Coordinator
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Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time{"title": "Financial Services Coordinator", "content": "Our client, a reputable financial planning and wealth management practice, is seeking a skilled Financial Services Coordinator to join their team.About the RoleThis is a dynamic position that requires a high level of organization and attention to detail. As a Financial Services Coordinator, you will be...
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Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As a key member of our corporate client service team, you will be responsible for providing exceptional service to our clients, ensuring the efficient administration of their financial services, and...
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