Financial Services Coordinator

5 days ago


Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

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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