Senior Financial Services Coordinator

4 weeks ago


WestonsuperMare, North Somerset, United Kingdom CleverHR Full time
About the Role

CleverHR is seeking a highly skilled and experienced professional to join our team as a Senior Financial Services Coordinator. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners and clients, ensuring seamless delivery of our services.

Key Responsibilities
  • Manage client queries efficiently, ensuring that only those requiring advice are passed to the Financial Planner.
  • Record and monitor annual review dates, ensuring that all meetings are booked and prepared for in good time.
  • Manage the Financial Planner's diary, ensuring that all meetings are scheduled and clients are provided with necessary information and paperwork.
  • Keep the Financial Planner and client updated on the progress of outstanding cases and deal with any technical queries.
  • Proactively review investment portfolios and platform accounts, ensuring that all are in order and any necessary work is carried out.
  • Ensure accurate data capture and entry onto the back office system.
  • Regularly check data, fill gaps, and amend errors where necessary.
  • Ensure policy and platform account records are checked and updated upon receipt of product provider correspondence.
  • Monitor policy records to ensure accurate valuations can be produced when required.
  • Record all client activity on the back office system to maintain an accurate audit trail.
About You
  • You will have financial services industry knowledge, experience, and qualifications.
  • Your writing and computing skills will be excellent.
  • Support for ongoing professional and career development.
  • DIS
  • 25 days holidays + bank holidays increasing with service.


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