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Financial Services Coordinator

3 months ago


Bristol, Bristol, United Kingdom Cavendish House Recruitment Full time
Engaging Opportunity for a Financial Services Coordinator

Cavendish House Recruitment is proud to present a fantastic opportunity for a Financial Services Coordinator to join a well-established Financial Planning firm.

Key Responsibilities:

  • Support Financial Advisors and Paraplanners with various administrative functions.
  • Efficiently manage letters of authority.
  • Prepare essential documentation for reports, including illustrations and key features.