Administrative Coordinator

1 day ago


Godalming, Surrey, United Kingdom Office Angels Full time
Administrative Coordinator - Godalming Office

An exciting opportunity has arisen for an experienced administrative coordinator to join our established organization in Godalming. As an administrative coordinator, you will play a key role in supporting our advisers with various administrative tasks, including preparing meeting packs, creating post annual reviews, and ensuring compliance checks are done with the utmost precision.

The ideal candidate will have previous experience in a Financial Services administration role and possess strong organizational skills, with attention to detail and accuracy. The salary for this position is approximately £29,000 - £31,000 per annum, depending on experience, plus benefits including 25 days holiday + BH, Pension, Hybrid Working, Progression Opportunities, Study support & much more.

Key Responsibilities:
  • Support advisers with administrative tasks, including document preparation, client correspondence, and data management
  • Liaise with clients through secure messaging system or telephone to address their queries
  • Maintain client records in our CRM, ensuring all information is accurate and up-to-date
  • Maintain client file documents in compliance with regulations
  • Collaborate with Advisers and Admin Team to meet deadlines and service level agreements

Essential Requirements:
  • Experience in a Financial Services administration role or similar
  • Strong organisational skills, with attention to detail and accuracy
  • Industry attained qualifications (CII level 4 or DipPF or CertFS) (Desired)
  • Excellent communication skills, both verbal and written
  • A keen interest in financial planning and advisory services
  • Proficient using MS Packages


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