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Financial Services Coordinator

2 months ago

Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time
Client Support Administrator Job Description

This Client Support Administrator role is available for individuals interested in working within the Financial Services industry.

As a Client Support Administrator, you will be actively supporting their busy Financial Advisors. Your duties will include:

  • Preparing information for the Financial Advisor prior to client review meetings
  • Actioning required actions on behalf of the Financial Advisor
  • Ensuring all systems are updated with completed activities
  • Working effectively with the full team to provide a quality, consistent approach to clients
  • Contacting clients prior to confirm appointments and obtaining any outstanding information

Requirements

  • Ideal candidates will have 3+ years' experience of office administration
  • Ideal candidates will be qualified to GCSE or A level standard

About the Company

This respected financial advisory business prioritizes client relationships and provides high-quality financial advice and bespoke wealth management. They maintain a friendly approach while writing high levels of advice.

Benefits

  • Salary of £22,000 - £25,000