Financial Services Coordinator

2 weeks ago


Stansted Essex, United Kingdom Tate Recruitment Full time £31,000
Financial Services Administrator Opportunity

We are seeking an experienced Financial Services Administrator to join our team at a Wealth Management firm based in Stansted. This is a fantastic opportunity for a candidate with a financial background to work in a firm that prioritizes its customers and working culture.

Key Responsibilities:

  • Create and maintain accurate client records on our back-office systems and platforms.
  • Open and maintain client files to the required compliance standards with all appropriate KYC information.
  • Assist with obtaining illustrations and application forms.
  • Support Client Managers in preparation and implementation of advice.
  • Provide ad-hoc data, analysis, and reports as required by management or Client Managers.

Requirements:

  • Two years of experience in an administrative capacity within the finance industry.
  • Strong organizational and communication skills.
  • Ability to work in a fast-paced environment.

About the Company:

Tate Recruitment is a leading recruitment agency specializing in finance and administration roles. We are committed to providing exceptional service to our clients and candidates.



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