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Financial Services Coordinator

2 months ago

Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full time

Job Summary

This is an exciting opportunity to join a growing company as a Financial Services Administrator. As a key member of the team, you will provide administrative support to the Financial Advisors, helping them to deliver a quality service to clients.

Key Responsibilities

  • Process and chase new business opportunities
  • Obtain illustrations, projections, and valuations for clients
  • Answer and assist with client queries in a timely and professional manner
  • Accurately update and maintain information on the company's back office system
  • Prepare documents for suitability reports and client meeting packs
  • Liaise with clients and providers to ensure seamless communication

Requirements

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

Company Overview

Premier Jobs UK Limited is a leading provider of job search services, dedicated to helping individuals find their ideal career path. Our company values innovation, teamwork, and customer satisfaction, and we are committed to providing a supportive and inclusive work environment.

Benefits

  • Competitive salary of £26,000 - £32,000
  • Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus, and 28 days holiday + bank holidays
  • Hybrid working arrangement with 60/40 split of office and home working
  • 37.5 hours per week
  • Excellent career progression opportunities with individual development plans

Location

Northallerton