Financial Services Coordinator

3 weeks ago


Altrincham, Trafford, United Kingdom Page Personnel Finance Full time
Financial Services Administrator

We are working with a leading wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.

Key Responsibilities
  • Support financial advisers and consultants with administrative duties
  • Produce client valuations and pre-meeting client reviews
  • Check compliance documentation to ensure adherence to FCA and other regulations
  • Review file notes to ensure everything is in order
  • Perform other general administration responsibilities
Requirements
  • Graduate with a relevant business degree looking to break into financial services / wealth management
  • Financial services background looking for an opportunity to develop their career in a successful wealth management firm
  • Strong attention to detail and focus on good customer service
  • Excellent communication skills
  • Desire to learn and progress
  • Hard working attitude
What We Offer
  • Competitive salary of £23,000-24,000
  • Study support for relevant professional qualifications
  • Excellent holiday allowance
  • Excellent pension contribution
  • Healthcare
  • Free parking
  • Good opportunities to learn and develop


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