Financial Services Coordinator

6 days ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Are you looking for a challenging role within financial services? We at Artemis Recruitment Consultants Ltd are seeking a highly organised and motivated individual to fill the position of Financial Services Coordinator. In this role, you will be responsible for supporting the Financial Planners in various tasks.

About the Role

The successful candidate will receive a salary of £33,000 - £36,000 per year, commensurate with experience. You will work in a hybrid working position with progression opportunities available.

Key Responsibilities
  1. Preparation and packaging of financial planning reports for the Financial Planners and their clients.
  2. Researching policy information, documents, factsheets, illustrations and product comparison quotes from relevant sources.
  3. Maintenance of accurate client records and documentation on the back office system.
  4. Supporting the annual review process of existing clients.
  5. Providing additional support for company projects as needed.


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