Administrative Coordinator for Financial Services
3 days ago
About Our Firm
Medlock Partners Ltd is a highly progressive and buoyant firm of Independent Financial Planners dedicated to providing exceptional financial services to clients. As we continue to grow and expand our team, an outstanding opportunity has arisen for an experienced Administrative Coordinator for Financial Services to join our organization.
Key Responsibilities
- Supporting Paraplanners and Financial Planners with administrative tasks.
- Managing client records on our back-office system.
- Coordinating receptionist duties, including post management and client interactions.
- Responding to client and provider inquiries via phone and email.
Requirements and Benefits
The ideal candidate will possess strong organizational skills, excellent communication abilities, and the capacity to maintain accurate records. We offer a competitive salary of up to £31,000, dependent on experience, along with a comprehensive benefits package.
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