Financial Services Coordinator
2 weeks ago
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.
- 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.
- 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.
- Salary commensurate with experience and qualifications.
- Generous annual leave policy.
- Pension scheme available.
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