Financial Services Coordinator

4 weeks ago


Solihull, Solihull, United Kingdom Tirebuck Recruitment Ltd Full time
Job Title: Financial Services Administrator

Job Type: Permanent

Hours: Full Time, 37.5 hours, Monday to Friday, 9:00am to 5:00pm

Location: Hybrid working

Salary: Circa £25,000 per annum

Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, 4% pension contributions/matched, employee assistance scheme and up to £150 for eye tests/eye wear.

Tirebuck Recruitment Ltd is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As a key member of the team, you will provide comprehensive administrative support to the wider team, ensuring the smooth operation of the business.

Key Responsibilities:

  • Support the team with administrative tasks, including preparing pre-meeting and post-meeting documents, scheduling appointments, and managing diaries.
  • Ensure back-office systems are maintained and client files remain compliant.
  • Efficiently handle enquiries from clients and other parties through timely and effective communication.
  • Assist Financial Advisers in preparing detailed reports.
  • Work collaboratively with the team to achieve common goals and deliver exceptional client service.
  • Take ownership of various projects.

Requirements:

  • Previous experience within a Financial Services company would be desirable.
  • Strong IT skills, including Microsoft Office, Excel, and Word.
  • Excellent written communication skills.
  • Excellent organization skills.
  • Strong attention to detail and accuracy.
  • Excellent time management, with the ability to work to deadlines.
  • The ability to work in a discreet and confidential manner.

If you have the necessary skills and experience required to fulfill this role, please apply or get in touch with Tirebuck Recruitment Ltd for more information.



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