Part-Time Financial Services Coordinator

2 weeks ago


Cobham, Surrey, United Kingdom JML (Financial ) Associates Ltd Full time

We are a well-established financial advisory firm, JML (Financial) Associates Ltd, providing expert financial advice and personalized service to our clients. We are seeking a dedicated and organized individual to support our financial adviser in a Part-Time Financial Services Coordinator role.

This role involves providing administrative support to our financial adviser, ensuring smooth day-to-day operations within the office. Key responsibilities include:

  • Assisting the financial adviser with administrative tasks
  • Maintaining accurate client records and databases
  • General office administration duties

Requirements:

  • Previous experience in an administrative role, preferably in financial services
  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Comprehensive training provided for candidates without specific industry knowledge

Benefits:

  • Flexible working hours
  • Competitive salary
  • Ability to progress to financial/mortgage adviser

We are looking for an organized, proactive, and detail-oriented individual with a passion for finance. If you are interested in this opportunity, please submit your application.



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