Financial Services Coordinator

3 days ago


Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time
Job Description

About Our Client

Our client is a reputable financial advisory firm that prioritizes teamwork and exceptional client relationships.

The company offers a range of services including wealth management, tax planning, pension and retirement planning, and estate planning.

The successful candidate will receive a salary of £40,000 per annum.

Other benefits include:

  • 25 days of base holiday
  • Private medical care after probation
  • 5% gross employer contribution to the pension
  • Health insurance providing 50% salary until retirement in case of serious illness
  • Four times life cover
  • Paid car parking
  • Discretionary bonus pool
  • Hybrid working option after probation
  • Support for exams and personal mentoring

Key Responsibilities

The ideal candidate will support the advice process, produce reports, conduct analysis, attend client meetings, and maintain high attention to detail.

The candidate should possess a minimum of 3 years of experience, preferably in an IFA environment, and hold a Level 4 Diploma or be actively progressing towards it.

Benefits and Growth Opportunities

The company offers a competitive salary, private medical care, and a hybrid working option after probation.

The successful candidate will also have opportunities to progress into advising long term if desired.

A Rewarding Career Opportunity

This role presents an exciting opportunity for individuals who are passionate about delivering exceptional client service and supporting a team of experienced advisers.



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