Financial Services Coordinator
1 week ago
Company Overview
Hays Specialist Recruitment Limited is a leading recruitment agency that specializes in placing top talent in various industries, including financial services. Our company values its staff and invests in their career development.
About the Role
We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Administrator. As a key member of our team, you will be responsible for providing administrative support to our financial services team, including assisting with client meetings, gathering information for pension planning and investment advice, and ensuring compliance requirements are met.
Key Responsibilities
- Assist financial advisers in preparing for client meetings and gathering information for pension planning and investment advice
- Obtain valuations and liaise with product providers to ensure timely and accurate information
- Input information into back-office systems to ensure compliance requirements are met
- Develop and maintain strong relationships with clients and internal stakeholders
Requirements
To be successful in this role, you will need to have strong administration, organizational, and communication skills. Ideally, you will have proven experience working in financial services administration.
What We Offer
In addition to a competitive salary and benefits package, we offer a great opportunity to join a reputable company that values its staff and invests in their career development. If you are a motivated and detail-oriented individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.
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