Senior Financial Services Coordinator

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Legal & Medical Investments Ltd Full time

We are seeking a skilled and experienced individual to provide administrative support to our team of independent financial advisers. The successful candidate will be responsible for maintaining and updating our database with relevant policy information, as well as corresponding with providers across the market to ensure our clients receive the best possible service.

Key Responsibilities:
  • Maintaining and updating database with relevant policy information
  • Corresponding with providers across the market
  • Providing administrative support to our team of independent financial advisers

Requirements:

  • Previous experience in financial services
  • Understanding of products such as Mortgages, Protection, Investments and Pensions
  • Excellent communication and organisational skills

What We Offer:

  • Opportunities for career progression and further training
  • A supportive and dynamic work environment
  • A competitive salary and benefits package

Work Location: Hybrid remote in Cheltenham, GL50 2UX



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