Financial Services Coordinator

4 days ago


Wymondham, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Client Administrator

Industry: Wealth Management

Location: Wymondham, Norwich

Salary: £22,000 - £30,000 per annum

About the Role:

Job Description:

We are seeking a skilled Financial Administrator to join our team in Wymondham, Norwich. As a Client Administrator, you will be responsible for providing administrative support to our Financial Advisors.

Your primary duties will include:

  • Processing new business transactions
  • Preparing review packs and documents
  • Managing client correspondence and inquiries
  • Filing and data management
  • Performing fund switches and withdrawals

You will also be expected to:

  • Act as a point of contact for clients
  • Maintain accurate records and reports
  • Collaborate with the team to achieve goals and objectives

Benefits:

  • Annual salary of £22-£30K plus benefits
  • Opportunities for career development and progression
  • 28 days holiday plus bank holidays
  • Christmas time off and other benefits


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