Financial Services Coordinator
5 days ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Services Coordinator to join their team. The successful candidate will have excellent communication skills, the ability to work independently, and strong organizational abilities.
Job Description:The ideal candidate will have experience in maintaining client records, collecting data, and preparing reports. Key responsibilities include discussing client objectives with financial advisers, identifying areas for planning, and obtaining information and quotes for analysis. Prioritization and multitasking are essential skills for this role.
Required Skills and Qualifications:- Understanding of the Financial Planning process
- Ability to work within defined business processes
- Achieving agreed outcomes without supervision
The salary range for this position is £25,000 - £35,000 per annum, depending on experience. If you are a motivated and detail-oriented individual looking for a challenging role, please apply.
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Financial Services Coordinator
1 day ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a Financial Services Coordinator to join our Client Services team at Artemis Recruitment Consultants Ltd. The successful candidate will work closely with senior paraplanners and financial advisers to support the existing client bank and assist in taking on new clients.As a Financial Services Coordinator, you will be responsible...
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Financial Services Coordinator
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Financial Services Coordinator
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