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Financial Services Coordinator

1 month ago

Altrincham, Trafford, United Kingdom Page Personnel Sales Full time
About Page Personnel Sales

We are currently recruiting for a highly organized and detail-focused Financial Services Administrator to join our team. The successful candidate will provide administrative support to our front office team, including preparing client valuations, reviewing compliance documentation, and assisting with general administration tasks.

The ideal candidate will have a background in finance or a related field, with excellent communication skills and a strong attention to detail. They will also be able to work effectively under pressure and maintain accurate records.

Key Responsibilities:
  • Administrative Support: Provide administrative assistance to the front office team, including data entry, document preparation, and record-keeping.
  • Client Valuations: Produce client valuations in a timely and efficient manner.
  • Compliance: Review compliance documentation for FCA regulations to ensure that all requirements are met.
  • General Administration: Assist with general administration tasks, including filing, photocopying, and answering phone calls.

This is a great opportunity for someone looking to start or progress their career in financial services. We offer a competitive salary of £23,000-£24,000 per annum, plus excellent benefits including study support for professional qualifications, holiday allowance, pension contribution, healthcare, free parking, and opportunities to learn and develop.