Financial Services Coordinator

1 month ago


Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time
Financial Services Administrator

Are you a skilled administrator looking to join a dynamic and growing financial services practice? We are seeking a dedicated and organized individual to join our Service Team as a Financial Services Administrator.

About the Role:

We are a small but established company with big ambitions, and we are looking for someone who is eager to learn and develop their skills. As a Financial Services Administrator, you will work closely with our Client Services Manager to provide administrative support to our Service Department.

Key Responsibilities:

  • Communicate with policy providers to ensure seamless service delivery
  • Submit new business and facilitate the annual review process
  • Provide exceptional customer service and support to our clients

Requirements:

  • High level of experience in administration within a financial sector
  • Excellent IT skills in MS Word and Excel
  • Professional telephone manner and superb customer service skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

What We Offer:

We offer a competitive salary, bonuses, and benefits package, as well as opportunities for professional development and growth. If you are a motivated and organized individual who is passionate about delivering exceptional customer service, we would love to hear from you.



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