Financial Services Coordinator

6 hours ago


Haywards Heath, West Sussex, United Kingdom CV Library Full time
Financial Planning Administrator

CV Library is recruiting a highly skilled Financial Planning Administrator to support our clients' growth in the financial services industry.

This exciting opportunity allows the successful candidate to develop their skills and expertise in financial planning administration, with the potential for career advancement and professional development.

Job Requirements:
  1. Maintain accurate and up-to-date client records.
  2. Manage financial transactions and ensure compliance with FCA regulations.
  3. Extract relevant data from various systems and platforms.
  4. Provide exceptional customer service and communication skills.

Applicants should possess a strong understanding of financial services and be able to work effectively in a fast-paced environment. A competitive salary of £30,000 - £40,000 per annum reflects the importance of this role in supporting our clients' success.



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