Financial Services Coordinator

7 days ago

Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time
About the Role

We are seeking an experienced Administrative Support Specialist to join our team at Service Service Employment Agency Limited. As a key member of our team, you will provide administrative support to our Financial Planning professionals, ensuring the smooth operation of our business.

Key Responsibilities
  • Business Processing
    • Verify the accuracy and completeness of new business documentation.
    • Process business applications accurately and efficiently, ensuring compliance with our firm's standards.
    • Maintain supporting documentation in accordance with company procedures.
    • Record fees and ensure timely follow-up on all work.
    • Liaise with product providers to ensure timely and accurate responses to clients.
    • Send letters of authority and gather accurate information.
    • Obtain illustrations and application forms.
    • Produce portfolio valuations.
    • Ensure fund switches and rebalances are carried out accurately and within company timescales.
  • Client Servicing
    • Provide a friendly and professional point of contact for clients and enquiries.
    • Create and maintain accurate client records on back-office systems, platforms, and other IT systems.
    • Prepare client documentation and correspondence pre and post meetings.
    • Ensure action points resulting from client meetings are diarised and dealt with.
    • Organise and diarise client meetings.
    • Deliver relevant service standards throughout the year.
  • Reviews
    • Organise client review meetings in accordance with our Annual Review Process.
    • Prepare client review documentation as per the Annual Review Process.
    • Support Financial Planners in the delivery of reviews.
    • Assist in the implementation of agreed action points.
  • General Administration
    • Answer the telephone and ensure back-office systems are kept up to date.
    • Filter Financial Planners' general information, queries, phone calls, and invitations.
    • Open, scan, log, and allocate incoming post.
    • General correspondence.
    • Perform other duties as directed by management.

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