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Financial Services Coordinator
2 months ago
Job Summary:
We are seeking an experienced and enthusiastic Financial Services Support Professional to join our team at Brevere Group. As a key member of our administration team, you will play a vital role in supporting our financial services operations.
About the Role:
The successful candidate will have experience working in a financial services environment, preferably within a wealth management or IFA setting. You will have a strong understanding of FCA regulations and excellent IT skills, with proficiency in Microsoft Office applications.
Key Responsibilities:
- Drafting Suitability Reports
- Preparing Meeting Summary Communications
- Managing Provider Communications
- Coordinating Client Meetings
- Preparing Client Portfolio Reviews
- Processing Trades and Switches
- Sourcing and Generating Provider Illustrations
Requirements:
- Organized and able to multitask
- Can-do attitude
- Working knowledge of the regulated Financial Services Industry
- Previous experience in a Financial Services administration role
- Highly competent user of Microsoft Office applications
What We Offer:
As a valued member of our team, you will receive a competitive basic package and the support to develop your skills and further your career. You will be working in a dynamic and innovative environment with a forward-thinking firm that is committed to delivering exceptional services to our clients.
