Financial Services Coordinator
3 weeks ago
We are seeking an experienced Financial Services Coordinator to join our team at IDEX Consulting Ltd in Bristol.
Key Responsibilities- Collaborate closely with Financial Advisors to provide proactive support and assistance.
- Manage client calendars and schedule meetings efficiently.
- Communicate effectively with affluent and high-net-worth clients to ensure a seamless experience.
- Assemble meeting materials for Advisors prior to client meetings.
- Raise invoices as necessary.
- Manage databases accurately and efficiently.
- A competitive salary of £35,000 + bonus.
- Hybrid working arrangement with 2 days/week in office.
- Private medical insurance for employees.
- Employee pension scheme for secure financial planning.
- 30 days annual leave for relaxation and rejuvenation.
- Dental insurance and health cash plan for comprehensive care.
- Study support for ongoing professional development.
This is an exciting opportunity for an experienced Financial Services Coordinator to join our team. The successful candidate will have 2 years+ of experience in financial services administration and be based locally in Bristol.
The business offers huge opportunities for career progression and development, demonstrated by recent promotions within the company. We are keen to speak with candidates who have worked with an Advisor within a financial services environment.
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Financial Services Coordinator
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