Financial Services Coordinator
23 hours ago
Job Title: Financial Services Administrator
Salary: £22,000 - £25,000
Location: Bath
The Role
This role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life schemes.
This position is ideal for individuals with experience in Financial Planning or Wealth Management firms, who enjoy the corporate side of financial advice and are seeking a supportive and friendly work environment. It is also a great opportunity for those looking to start a career in the industry, with a company that offers full exam support, development, and progression opportunities, as well as benefits like Private Medical Insurance and discretionary bonuses.
The Required Skills:
- Desirable experience in a Financial services firm
- Hardworking, driven, and willingness to learn
- Understanding of Group Pensions, Group Risk, and Group life schemes would be advantageous
- Ability to communicate professionally and clearly, maintaining and developing professional relationships
- RO1, CF1, FA1, or GR1 qualifications would be desirable
- Good understanding of the FCA and how a Financial services firm operates
If you are interested in learning more about this position, please contact us at Capio Recruitment Financial Planning.
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