Job Title: Financial Operations Coordinator
Company Overview:
* A well-established professional firm provides expert guidance on a wide range of financial products.
* They specialise in Pensions, Retirement Planning, Savings & Investments, Protection, Estate Planning and Mortgages.
Key Responsibilities:
* Handle daily office operations and manage correspondence to maintain records and prepare financial documents.
* Manage schedules and provide administrative support to financial advisors.
* Ensure the office runs smoothly and efficiently while maintaining professionalism and confidentiality.
Requirements:
* Minimum Qualification: QFA (Qualified Financial Adviser)
* Experience: Minimum of 2 years in a financial services role with strong organisational skills and attention to detail.
* Ability to work independently and as part of a team in a fast-paced environment.
* Proficiency in office administration and time management.
* Excellent written and verbal communication skills.
* Experience in preparing financial documents and providing administrative support.
* Proficiency in Microsoft Office suite and office management software.
Benefits:
* Opportunity to work with experienced financial advisors.
* Chance to develop skills in financial planning and administration.
How To Apply:
1. Update your resume and cover letter.
2. Apply through our website.