Financial Services Coordinator

3 weeks ago


Alton, Hampshire, United Kingdom Austin Fraser Full time
Job Summary

This is an exciting opportunity for a motivated and results-driven financial services professional to join our team as a senior financial administrator. The successful candidate will provide high-quality administrative support to our financial advisers and contribute to the delivery of exceptional customer service to our clients.

Key Responsibilities:
  • Support the team by managing the mailbox, answering calls, and responding to client queries.
  • Update client files and ensure compliance with regulatory requirements.
  • Prepare and submit reports, including client valuations and recommendation reports.
  • Collaborate with the team to deliver exceptional customer service and meet business objectives.

A salary of £42,000 - £52,000 per annum is estimated for this role, depending on experience.



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