Technical Administrative Services Coordinator

3 weeks ago


London, Greater London, United Kingdom Switch Recruitment Services Ltd Full time
Key Responsibilities
This Financial Planning Administration position involves supporting financial planners with day-to-day tasks, ensuring seamless service delivery. Key responsibilities include:

Providing Technical Support
- Assist financial planners with technical queries related to investments, pensions, and protection products
- Process new business, prepare quotations, and obtain valuations as required

Client Record Maintenance
- Maintain accurate and up-to-date client records and documentation
- Ensure compliance with relevant regulatory requirements

The company offers a competitive salary and attractive benefits package, with an estimated annual salary range of £26,000 - £31,000. This role presents an exciting opportunity for individuals looking to develop their skills in a dynamic industry setting.

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