Financial Services Coordinator

2 days ago

Chelmsford, Essex, United Kingdom GCB Recruitment Full time

Financial Services Coordinator

**Job Summary:**

We are seeking an experienced Financial Services Coordinator to join our team. As a key member of our operations team, you will be responsible for processing new business applications, assisting with suitability reports, and supporting our advisors.

**Key Responsibilities:**

* Process new business applications and ensure timely completion
* Assist with suitability reports and provide accurate information
* Book client reviews and maintain a high level of customer service
* Support our advisors with administrative tasks and provide guidance as needed
* Deal with incoming calls and emails in a professional and timely manner

**Requirements:**

* Experience in a financial services environment or a related field
* Excellent customer service and interpersonal skills
* Ability to work on own initiative and as part of a wider team
* Strong communication skills, both written and verbal
* Attention to detail and organized approach
* Strong IT skills and proficiency in Microsoft Office

**What We Offer:**

* Competitive salary and benefits package
* Career progression and opportunities for growth
* Training and development opportunities to enhance your skills
* Qualifications funded and supported
* Competitive holiday allowance and parking

**About Us:**

GCB Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates. If you are a motivated and experienced Financial Services Coordinator looking for a new challenge, please apply today.

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