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Financial Services Coordinator

2 months ago


Chelmsford, Essex, United Kingdom Noble Recruiting Full time

A reputable Financial Services firm is seeking a detail-oriented Financial Services Administrator to join their team.

Responsibilities:

You will be responsible for supporting the advisor's and para planners with quality administration duties.

  • Process new business cases
  • Liaise with clients and support with any questions or queries they have
  • Prepare client reporting packs
  • Ensure all compliance documents are correct and up-to-date
  • Follow all relevant legislation
  • Update the back office system with client information
  • Perform ad-hoc administrative duties

The ideal candidate will have experience working within an administrative role with strong attention to detail and a desire to learn.

Key Skills:

  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong organizational and time management skills
  • Proficiency in Microsoft Office

Noble Recruiting Limited:

Noble Recruiting Limited is an equal opportunities employer with over 15 years of experience in permanent recruitment and temporary worker supply. We specialize in matching top talent with leading financial services firms.