*Financial Services Coordinator
*Westerham
*Lovely environment and team and growth opportunities..

Are you an organised administrator who is proactive, and detail-driven professional looking to build a long-term career in financial services?

Based in Westerham.

A well-established and growing business is looking for a Financial Services Coordinator to join its team in a varied, fast-paced, and highly rewarding support role. This position would suit someone who enjoys balancing client contact, research, administration, and compliance, while playing a key part in delivering an outstanding client experience.

This is a fantastic opportunity for someone with strong administration experience who is keen to develop within a professional environment, gain deeper exposure to portfolios, funds and investment systems, and become a trusted part of a collaborative team.

In this role, the successful candidate will be responsible for:
*Making appointments with clients and prospective clients
*Carrying out research on investment systems
*Preparing annual client reviews and completing follow-up activity
*Producing portfolio and fund analysis
*Undertaking insurance provider and product research
*Supporting process and procedure updates
*Completing a wide range of administrative and compliance duties
*Preparing cashflow reports, new recommendation packs and suitability reports
This is an excellent opportunity for someone who enjoys variety, takes pride in accuracy, and wants to make a genuine impact.

What we are looking for
The ideal candidate will be highly organised, detail-focused, and confident communicating with clients and colleagues alike. They will be comfortable managing multiple priorities and working within a professional environment.
Essential skills and experience:
*MUST have experience in an administration role - within financial services or similar.
*Strong Microsoft Office skills, including Word, Excel and PowerPoint
*Excellent written and verbal communication skills
*Strong attention to detail
*Good organisational and planning skills
*Must have a driving licence
Desirable experience:
*Knowledge of financial markets and funds
*Experience within a similar environment
What’s in if for you
This opportunity offers more than just a job – it provides a platform to build a long-term career within a respected and professional setting.
*Salary circa £28,000
*Discretionary bonus
*09:00-17:30pm Monday to Friday - OFFICE BASED
*Exposure to varied and meaningful work
*Opportunity for development within financial services and study support.
*FREE PARKING
This is an ideal role for someone looking to strengthen their career in a position that offers responsibility, variety and progression potential.

About the company
This business provides a supportive and professional working environment and is seeking someone who can become a valued member of the team. They are looking for an individual with a positive attitude, strong work ethic, and a desire to grow within the role.

This opportunity is expected to attract strong interest, so early application is highly recommended.

Apply now to avoid missing out.


In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.

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