Financial Services Coordinator
4 days ago
The Progress Shed is seeking a skilled Financial Services Coordinator to join their team based in Somerset. This role offers a competitive salary of £25,000 - £30,000 per annum.
Job OverviewAs an Independent Financial Planning Assistant, you will be responsible for providing exceptional administrative support to the team. Your key duties will include:
- Acting as a point of contact for clients to answer their day-to-day queries
- Building and maintaining client relationships
- General administration duties
- Diary management
You will work closely with the team to ensure seamless delivery of services to clients. To succeed in this role, you will require excellent organisational skills and the ability to communicate effectively both verbally and in writing.
Required Skills and QualificationsTo be considered for this role, you must possess the following qualifications and skills:
- Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Math
- Experience working in a firm that offers financial advice or within a professional business services
- A solid understanding of FCA rules and experience of working in a regulated environment
- Exceptional organisation skills
- Excellent verbal and written communication skills
We offer a range of benefits to our employees, including:
- Employer pension scheme
- Competitive salary
- Training and development opportunities
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