Financial Services Coordinator

3 weeks ago


Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Senior Administrator - Wealth Management

We are seeking an experienced Financial Services Administrator to join our client, a leading firm of Financial Advisers, at an exciting time in their growth plans.

As a key member of the team, you will provide administrative support to Financial Advisers and work closely with an Administrator to ensure the smooth operation of the Practice.

Key Responsibilities:

  • Provide exceptional customer service to new and existing clients, responding to queries and resolving issues in a timely and professional manner.
  • Process new business and ensure clients are kept updated on progress, including letters of authority and requests for information from external providers.
  • Book meetings for Advisers and ensure review meetings are scheduled within appropriate timeframes.
  • Complete review meeting letters and associated regulatory requirements.
  • Update Client Files and Records (CFRs) for new and existing clients.
  • Deal with incoming post for clients, scanning and saving documents in appropriate files.
  • Process withdrawal requests and switches, as well as portfolio rebalancing.
  • Contribute to Paraplanning activities.

Requirements:

  • Previous experience working for a firm of Financial Planners, with confidence in communicating with clients on a regular basis.
  • Understanding of the Financial Planning industry and a keenness to develop skills and progress within the sector.
  • Excellent communication and interpersonal skills, with the ability to liaise with High Net Worth Individuals.

We are looking for a smartly presented individual with a passion for delivering exceptional customer service and administrative support. If you are a motivated and organized individual with a keen eye for detail, we would love to hear from you.



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