Financial Services Coordinator
4 weeks ago
About the Company:
Our client, TEMPLEGATE RECRUITMENT LIMITED, is a growing firm that provides professional, detailed, and holistic financial advice to a diverse range of clients. They specialise in wealth management for individuals and corporate services for company directors and their employees. Their areas of expertise cover all aspects of financial planning, including mortgages, savings and investments, insurance and protection, retirement, and pension planning.
Job Responsibilities:
- Providing financial advice to clients
- Assisting with financial planning and wealth management
- Working with clients to understand their financial goals and objectives
- Developing and implementing financial plans to meet client needs
Requirements:
- Strong knowledge of financial planning and wealth management
- Excellent communication and interpersonal skills
- Ability to work with clients to understand their financial goals and objectives
- Strong analytical and problem-solving skills
What We Offer:
- Group income protection
- Pension with option for salary sacrifice
- Virtual health support (GPs, Mental Health and more)
- Free mortgage advice
- Life Assurance
- Company sick pay
- Hybrid Working
About the Role:
This is an exciting opportunity for a dedicated individual to join our team and contribute to the growth and success of our client. If you have a passion for financial planning and wealth management, and are looking for a challenging and rewarding role, we encourage you to apply.
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