Financial Services Coordinator
5 hours ago
This is an exciting opportunity for an experienced Administrator to join a growing company in Arundel, providing financial planning administration support to a team of Financial Advisors.
The successful candidate will be responsible for undertaking efficient administrative support, including processing and chasing new business, obtaining illustrations and valuations, and accurately updating information on the company's back office system.
The role requires strong communication and organizational skills, with the ability to work effectively in a team environment. The ideal candidate will have experience in a similar role and be able to demonstrate a high level of accuracy and attention to detail.
Key Responsibilities:- Provide administrative support to the Financial Advisors team
- Process and chase new business
- Obtain illustrations and valuations
- Accurately update information on the company's back office system
- Prepare documents for suitability reports
- Liaise with clients and providers
- Prepare client meeting packs
The company values the role of the Financial Services Administrator and recognizes the importance of providing a high-quality service to clients. The successful candidate will be supported in their career development and have opportunities to progress within the company.
Requirements:
- Experience as an Administrator in a financial services environment
- Strong communication and organizational skills
- Ability to work effectively in a team environment
- High level of accuracy and attention to detail
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Client Services Coordinator
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Financial Services Coordinator
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full time{"title": "Financial Services Administrator", "content": "Job SummaryWe are seeking a highly motivated and organized Financial Services Administrator to join our team. As a key member of our administration team, you will provide essential support to our Financial Advisors, ensuring the smooth delivery of our financial planning services.Key...
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Financial Services Coordinator
2 weeks ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full time{"title": "Financial Services Administrator", "content": "Job SummaryWe are seeking a highly motivated and organized Financial Services Administrator to join our team. As a key member of our administration team, you will provide essential support to our Financial Advisors, ensuring the smooth delivery of our financial planning services.Key...
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Financial Services Coordinator
5 days ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis 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,...
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Financial Services Coordinator
5 days ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis 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,...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator Job DescriptionThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. As a Financial Services Administrator, you will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.Your key responsibilities...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator Job DescriptionThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. As a Financial Services Administrator, you will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.Your key responsibilities...
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Financial Services Coordinator
7 days ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis 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,...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis 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,...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis 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,...
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Financial Services Coordinator
4 days ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis 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,...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis 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,...
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Financial Services Coordinator
3 days ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis 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,...
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Financial Services Coordinator
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeJob SummaryThis Financial Services Administrator role is ideal for current Administrators within Financial Services keen to join a growing company with exciting plans ahead!You would be providing financial planning administration support to a team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play...
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Financial Services Coordinator
3 weeks ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeJob SummaryThis Financial Services Administrator role is ideal for current Administrators within Financial Services keen to join a growing company with exciting plans ahead!You would be providing financial planning administration support to a team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play...
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