Financial Services Coordinator

3 days ago


Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full time

Financial Services Coordinator Opportunity

Our client, a reputable financial advice business, is seeking an experienced Financial Services Coordinator to support their team of financial advisers in the Sutton office. The ideal candidate will have a strong background in end-to-end administration and a passion for delivering exceptional client service.

The successful candidate will be responsible for providing administrative support to the financial advisers, including tasks such as:

  • Managing client data and records
  • Preparing and submitting reports
  • Coordinating meetings and appointments
  • Providing general administrative support to the team

The role will suit an experienced administrative professional who is well-organized, efficient, and able to work in a fast-paced environment. The successful candidate will have the opportunity to work with a talented team of financial advisers and contribute to the growth and success of the business.

About the Business

Our client is a boutique financial advice business that has been operating for over 20 years. They have built a reputation for providing high-quality financial advice to clients across London and the Southeast. The business has a strong team of financial advisers and administrative staff who work together to deliver exceptional client service.

What We Offer

The successful candidate will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package. They will also have the opportunity to develop their skills and knowledge in a fast-paced and ever-changing industry.

Requirements

To be considered for this role, the successful candidate will have:

  • A strong background in end-to-end administration
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong organizational and time management skills

How to Apply

If you are a motivated and experienced administrative professional looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].



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