Technical Services Coordinator

6 days ago


Cardiff, Cardiff, United Kingdom CV-Library Full time
Financial Services Technical Assistant

Location: Cardiff

Salary: Highly Competitive + Bonus (£45,000 - £65,000 per annum)

About the Role

An exciting opportunity exists for a Technical Administrator to join our Finance Team in the heart of Cardiff.

You will be working closely with the Financial Planning Manager to support clients across various sectors.

  • Utilise technical expertise to manage financial submissions and reports.
  • Develop and maintain effective relationships with clients and colleagues.
  • Ensure accurate and timely completion of tasks and projects.
Requirements
  1. Proven experience in a Financial Services or Wealth Management environment.
  2. Strong analytical and problem-solving skills.
  3. Excellent communication and interpersonal skills.
  4. Familiarity with CRM systems and financial software.


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