Financial Services Coordinator

6 days ago


Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full time
Financial Services Administrator Role

This is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.

The role involves a range of administrative tasks, including:

  • Processing and chasing new business opportunities
  • Obtaining illustrations, projections, and valuations
  • Providing excellent customer service and answering client queries
  • Updating and maintaining information on the company's back office system
  • Preparing documents for suitability reports
  • Liaising with clients and providers
  • Preparing client meeting packs

The company values its employees and offers a range of benefits, including a competitive salary, company benefits, and excellent career progression opportunities.

Key Responsibilities:

  • Administrative support to the Financial Advisors team
  • Processing and chasing new business opportunities
  • Providing excellent customer service and answering client queries
  • Updating and maintaining information on the company's back office system

Requirements:

  • Experience as an Administrator within financial services
  • Good knowledge of financial planning processes, products, and how a Financial Advisor operates
  • Motivation to join a growing business and contribute to its success

Benefits:

  • Competitive salary of £26,000 - £32,000 depending on experience
  • Company benefits, including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus, and 28 days holiday + bank holidays, rising up to 30 days
  • Office-based role with 37.5 hours per week
  • Excellent career progression opportunities


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