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Financial Services Coordinator
2 months ago
Job Summary:
We are seeking a reliable and detail-oriented Financial Assistant to join our team at Fortune Financial Planning. As a Financial Assistant, you will provide administrative support to our Mortgage & Insurance Advisers, handle customer inquiries, and manage existing client relationships.
Key Responsibilities:
- Provide administrative support to Mortgage & Insurance Advisers, including organizing and arranging customer enquiries and managing existing client relationships.
- Handle customer inquiries and provide excellent customer service.
- Manage and maintain accurate records and databases.
- Assist with general office work, including data entry and filing.
- Work under FCA guidelines to ensure compliance.
Requirements:
- Reliable and detail-oriented individual with a commitment to the role.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Excellent communication and customer service skills.
- Basic knowledge of financial services and regulations.
What We Offer:
- Full on-the-job training and network compliant training to ensure your success in the role.
- A supportive and dynamic work environment.
- The opportunity to progress within the company.
Working Hours:
10.00am - 3.00pm, 4 days a week (to be discussed).
Pay and Benefits:
From £12.00 per hour, with the opportunity to earn more as you progress in the role.
