Financial Services Coordinator

3 days ago


Berkhamsted, Hertfordshire, United Kingdom Recruit UK Ltd. Full time

Job Summary

We are a leading recruitment agency specializing in financial services jobs.

We are currently working with a wealth management firm based in Berkhamsted on a financial planning administration role.

Key Tasks:

  • To support the financial planning team in delivering expert advice to clients
  • To maintain accurate records and ensure compliance with regulatory requirements
  • To assist with administrative tasks such as filing and data entry

What's On Offer:

  • A competitive salary of £25,000 plus
  • Hybrid working
  • Opportunity to be part of a dynamic, modern team/company
  • Well-being initiatives
  • Support with professional development

Essential Requirements:

  • Previous experience working as a financial planning administrator
  • Excellent written and verbal communication skills
  • A natural ability to build relationships

Salary Range: £25,000 - £30,000 per annum, dependent on skill set and experience.



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