Financial Services Coordinator

2 days ago


Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

At Meraki Talent Ltd, we are seeking a skilled Financial Services Coordinator to join our team in Edinburgh. The estimated salary for this role is £25,000 - £30,000 per annum.

The successful candidate will have the opportunity to work with our Financial Planning/Advice client, assisting in managing client relationships, processing new business applications, and maintaining accurate client records.

Key responsibilities include:

  • Preparing client review packs, reports, and presentations to ensure timely and accurate information for client meetings.
  • Making client appointments and ensuring client data is accurate and up-to-date on our CRM system.
  • Dealing with clients over the telephone and email, providing exceptional communication and interpersonal skills.

Requirements:

  • Previous experience working in a customer service or administrative role within the financial services sector.
  • Excellent organisational skills, with the ability to manage multiple tasks and prioritise effectively.
  • Strong attention to detail and accuracy in data entry and documentation.


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