Financial Services Coordinator

2 weeks ago


Cardiff, Cardiff, United Kingdom Oval Recruit Full time
Financial Services Coordinator

At Oval Recruit, we are seeking a skilled Financial Services Coordinator to support our financial advisory & wealth management team.

This key role will encompass a range of client servicing, technical administration and support duties in a friendly stable office environment.

  • Coordinate the preparation of meeting packs, illustrations, valuations, and notes to support consultants.
  • Develop and maintain accurate annual reviews letters.
  • Provide technical support to paraplanners and advisors as required.

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