Financial Services Coordinator

1 week ago


Gloucester, Gloucestershire, United Kingdom CleverHR Full time

About You:

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We are looking for a candidate with previous experience working in a similar role.

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  • Experience of working with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools.
  • Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
  • Excellent organisational skills, flexible and proactive approach to getting the job done.
  • Strong interpersonal skills, both written and verbal communication.
  • Excellent accuracy and attention to detail.
  • Proven ability to work on own initiative.
  • Experience of working with Investment Wrap Platforms.
  • Experience of using Intelligent Office back-office system.
  • Experience of working in a small to medium-sized financial services environment.
  • Experience of working in an environment of significant change.


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