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Financial Coordinator

Posted 5 January by Cordant People Ended

CP1

We are recruiting for an independent, thriving financial advisory practice based in Gateshead. The company have built their trusted reputation on providing responsible, informed and tailored solutions to their client base when it comes to their Savings and Investments, family protection, pensions, estate planning, tax advice and mortgage planning.

The successful applicant will join one of the non-advisory back office teams that take care of client requirements before and after the initial sale of any product.

Therefore, a successful candidate must be able to give examples of somewhere in their previous work history of having completed administrative tasks within:

  • Pensions / SIPPS.
  • Mortgages.
  • ISA's.
  • Investments.
  • Life and Protection.
  • Client valuations.

The role will involve liaising with clients, providers, regulators and the general public in respect of business and client related issues, because of this our client is looking for candidates that can demonstrate the following attributes:

  • Ability to create written reports.
  • Excellent written and verbal communication skills.
  • Basic understanding of FCA rules.
  • Ability to manage own workload and be self motivated.
  • Excellent attention to detail.
  • Positive and upbeat personality.

They are offering a competitive starting package of £18,000 to £20,000 annual salary, with 33 days holiday per year, + profit share.

Our client is constantly praised for have an excellent back office support team, that are willing to go above and beyond for its customers. We are recruiting for a number of roles within this excellent business-send over your CV immediately to be considered for this role.

Cordant is acting as an Employment Agency in relation to this vacancy.

Reference: 34149212

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