Financial Services Coordinator

7 hours ago


Knutsford, Cheshire East, United Kingdom Mcgregor Recruitment. Full time

Company Overview

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Mcgregor Recruitment is a well-established Financial Services business.

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Job Description

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We are seeking an experienced Apprentice Financial Advisor to assist our Financial Advisors and Paraplanners. The ideal candidate will have previous experience in Financial Services, a good understanding of Whole of Market wrappers and products, strong IT skills, and a professional attitude.

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Responsibilities

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  • Liaise with providers for information\
  • Support Financial Planners with administrative tasks\
  • Present information professionally\
  • Prepare client valuations\
  • Manage client relationships and meetings\
  • Organize refreshments and commissions\
  • Track business applications and pipeline\
  • Manage diaries and confidential information\
  • Perform general administrative duties\
  • Use Intelliflo and Volume daily\
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Requirements

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The successful candidate will have a competitive salary range of £25,000 - £30,000 per annum, depending on experience.

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