Financial Services Coordinator

2 weeks ago


Ashford, United Kingdom Clark James Head Office Full time
Company Overview

Clark James Head Office is a distinguished firm specializing in Independent Financial Advice, dedicated to providing exceptional service to our clients.


As we continue to grow, we are seeking a skilled Financial Services Coordinator to enhance our team.

Key Responsibilities

  • Manage and organize client documentation, ensuring accuracy and compliance with company standards.
  • Engage with clients to understand their needs and provide tailored support.
  • Conduct thorough research on financial products and investment opportunities.
  • Collaborate with external providers to gather necessary information.
  • Utilize analytical tools to assess clients' current financial strategies.
  • Generate financial illustrations and updates for client portfolios.
  • Create detailed and compliant suitability reports for client assessments.
  • Facilitate client review meetings and prepare relevant documentation.
  • Maintain comprehensive and compliant client records within our CRM system.
  • Document all client interactions, ensuring clear communication records.
  • This is a full-time, office-based position.
Candidate Profile

  • Demonstrated experience in the Financial Services sector is required; candidates without this background will not be considered.
  • Knowledge of pensions and investment products is advantageous but not mandatory.
  • Proficient in Microsoft Office Suite: Outlook, Word, Excel.
  • Strong analytical skills with the ability to synthesize information effectively.
  • Detail-oriented with a meticulous approach to work.
Compensation Package

  • Salary commensurate with experience and qualifications.
  • Generous annual leave policy.
  • Pension scheme available.


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