Financial Services Coordinator

2 days ago


Corsham, Wiltshire, United Kingdom Hatched Talent Full time
About the Role

The Role

As a key member of our team, you will be responsible for ensuring the smooth day-to-day administration of our financial planning firm. This will involve maintaining accurate records, preparing paperwork, and providing exceptional support to our advisors and clients.

The Business

Our client is a dynamic and forward-thinking financial services company that prioritizes the needs of its clients. We are passionate about delivering high-quality service and creating a positive work-life balance for our team members.

A Typical Day

Responsibilities may include preparing client reports, managing databases, handling new business applications, and responding to internal and external queries. You will also be responsible for chasing remuneration and adviser fees, setting up client meetings, and assisting with pre- and post-sale administration.

We are looking for a highly organized and detail-oriented individual who is passionate about delivering exceptional service. If you are a motivated and enthusiastic professional who is looking for a new challenge, we would love to hear from you.



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