Financial Services Coordinator

6 days ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time
Job Overview

We are seeking a highly skilled Financial Services Coordinator to join our team in Glasgow. As a key member of our wealth management organisation, you will be responsible for processing new business applications and managing post-sale requests.

Key Responsibilities
  • Process new business applications and manage post-sale requests to completion.
  • Develop and expand on the skillset required of a Paraplanner, including conducting research, preparation of financial reports, and drafting of recommendations.
  • Respond to client enquiries through various channels, including phone, email, and in-person meetings.
  • Maintain accurate records and update databases regularly.
  • Organise client review processes, including scheduling and preparing necessary materials.
  • Ensure compliance with all relevant regulations and internal procedures.
About You

We are looking for a highly organised and detail-oriented individual with excellent communication skills. A diploma in a related field would be advantageous, but not essential. Our ideal candidate will have experience working in a similar role and a strong desire to develop their skills further.

What We Offer

In return for your hard work and dedication, we offer a competitive salary of £35,000 per annum, plus benefits including study support towards a diploma qualification and opportunities for career development.



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