Asset Finance Coordinator

1 month ago

Wymondham, United Kingdom Cooper Lomaz Full time

Cooper Lomaz is seeking a skilled Financial Administrator to support their team in Wymondham. The successful candidate will provide exceptional support to the Paraplanners, Advisors, and Directors, ensuring seamless day-to-day operations.

The ideal candidate will have:

  • Strong administration skills
  • Ability to follow processes
  • Excellent communication skills
  • Working towards CII or CISI

Responsibilities:

  • Responding to internal and external queries
  • Diary and task management of client work
  • Assisting with implementing and improving administrative processes
  • Preparing and dispatching client valuation reports
  • Providing technical support to the Advisers and other team members

In return, Cooper Lomaz can offer:

  • Competitive salary
  • Qualification support
  • Career progression
  • Flexible working
  • Early finish on a Friday