Financial Services Coordinator
6 days ago
This Financial Services Administrator position in a growing company is ideal for current Administrators within Financial Services looking to join a dynamic team 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 company values the role you play and recognizes your worth in helping the team deliver a quality service.
Key Responsibilities- Process and chase new business opportunities
- Obtain illustrations, projections, and valuations
- Answer and assist with client queries
- Accurately update and maintain information on the company's back office system
- Prepare documents for suitability reports
- Liaise with clients and providers
- Prepare client meeting packs
The company is a growing IFA firm led by highly respected names within the industry, backed by a private equity firm. They are currently on a rapid growth phase, with £4.5bn of AuM, which will continue to grow. They recognize that achieving success depends on having the right people in the business, so they are looking to build a strong team of passionate and skilled team members.
What We Offer- Salary of £26,000 - £32,000 depending on experience
- Plus 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
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
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