Financial Services Coordinator

4 days ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time

A Wealth Management company is seeking a Financial Services Coordinator to join its team. This role will provide excellent opportunities for career growth and development in the financial services sector.

The ideal candidate will have strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues alike. A background in customer service or a related field would be highly advantageous.

The salary for this position is up to £27,000 plus performance-related bonus and benefits.

Responsibilities:

  • Making client appointments
  • Preparing and distributing client meeting packs
  • Answering and logging all client calls
  • Inputting documents on Salesforce
  • Processing fund switches and rebalances
  • Preparing business submission documents
  • Liaising with the Paraplanning team
  • Ensuring GDPR and FCA protocols are adhered to


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