Financial Services Coordinator
7 hours ago
Company Overview
\Mcgregor Recruitment is a well-established Financial Services business.
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Job Description
\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
\The successful candidate will have a competitive salary range of £25,000 - £30,000 per annum, depending on experience.
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