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Financial Services Coordinator
2 months ago
We are seeking a highly organized and detail-oriented individual to join our team as an Administrator in our Wealth Management Firm. As a key member of our advisory team, you will play a crucial role in supporting the diary management and pre and post-sale processes of our financial advisers.
Key Responsibilities- Initial client engagement and diary management for the advisory team.
- Responsible for issuing letters of authority and obtaining policy information to aid the advice process.
- Ensure client investment changes are processed in line with advice standards.
- Maintain client communication post-advice completion.
- Ensure client annual reviews packs are distributed within required timeframes.
- Ensure back-office systems are up to date.
We are looking for a strong and confident communicator with an interest in financial advice. The ideal candidate should have an appreciation and preferably experience of offering high-quality service to consumers. They should be prepared to commit to a comprehensive schedule of Continuing Professional Development (CPD) to further support this.
While we will support the successful applicant through to Chartered status both practically and financially, the individual will need to be prepared to study outside of working hours and apply themselves to our proven progression plan.
RequirementsPreferably degree-qualified (or equivalent) preferably in a related subject and/or experience in a similar role.
