Administrative Assistant

22 hours ago


Penrith, Cumbria, United Kingdom Hays Accounts and Finance Full time

Hays Accounts and Finance is delighted to announce a new opportunity for a skilled and motivated individual to join a reputable Chartered Financial Planning firm. As a Financial Services Coordinator, you will play a key role in providing exceptional customer service and contributing to the delivery of holistic financial planning solutions.

About the Company

The company has a long history of excellence, built on a foundation of strong relationships and a commitment to quality. Their team is passionate about delivering outstanding results and providing a supportive environment for employees to thrive.

About the Role

Key responsibilities include:

  • Supporting Financial Planners in client meetings.
  • Managing client data and ensuring accuracy.
  • Collaborating with the team to deliver high-quality results.

With a salary range of £25,000-£32,000 per annum, this is an excellent opportunity to develop your skills and advance your career in financial services.

What We Offer

We are committed to supporting our employees' personal and professional growth. Our comprehensive benefits package includes access to training and qualification opportunities, as well as a supportive and inclusive work environment.



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