Financial Services Coordinator
4 days ago
Job Summary:
CMD Recruitment is seeking a highly skilled and experienced Financial Services Administrator to join our client's growing financial services practice. The successful candidate will work in a dynamic and vibrant Service Team, providing administrative support to the Service Department.
Key Responsibilities:
- Communicate with policy providers and submit new business
- Facilitate the annual review process
Requirements:
- High level of experience in administration within a financial sector
- Excellent IT skills in MS Word & Excel
- Professional telephone manner and superb customer service skills
What We Offer:
The successful candidate will have the opportunity to work in a growing firm that values staff development and encourages individuals to take on new challenges. The company offers a competitive salary, bonuses, and benefits package.
About the Company:
Our client is a specialist financial services practice that provides expert financial planning advice to Business Owners and Private Clients. They are a small but established company with big ambitions, and they are looking for a dedicated and flexible individual to join their team.
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