Financial Services Coordinator

5 days ago


Worthing, West Sussex, United Kingdom CV-Library Full time

We are currently recruiting for an experienced Administrator to join our team at one of the UK's leading Financial Planning & Wealth Management businesses. As a member of our regional Worthing offices, you will be responsible for preparing correspondence, processing letters of authority, and interacting with clients directly.

Key Responsibilities:
  1. Preparation of correspondence including letters and emails
  2. Processing letters of authority and chasing up providers
  3. Maintaining all administration systems, ensuring accurate and up-to-date data
  4. Interaction with clients directly
  5. Competitive salary of £28,000 per annum
  6. Range of benefits including 25 days holiday plus bank holidays, annual salary review, and staff awards
  7. Opportunities for progression to Trainee Paraplanner, Paraplanner, and Adviser if desired


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