Financial Services Coordinator

6 days ago

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

We are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our team, you will play a vital role in providing administrative support to our financial planners and clients.

Key Responsibilities
  • Business Processing
    • Verify the accuracy and completeness of new business documentation.
    • Process business applications efficiently and in compliance with our firm's standards.
    • Maintain accurate records of supporting documentation.
    • Record fees and ensure timely follow-up on work.
    • Liaise with product providers to ensure timely and accurate responses to clients.
    • Obtain illustrations and application forms, and send letters of authority.
    • Produce portfolio valuations and ensure fund switches/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.
    • 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 as per the 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.
    • 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.
Requirements
  • Knowledge
    • Microsoft Word, Excel, and electronic diary management.
    • Advanced Excel.
    • Financial Services back-office systems.
    • Knowledge of Financial Services products and solutions.
  • Skills
    • Interpersonal skills to develop and maintain client trust and inspire confidence.
    • Able to communicate effectively in verbal and written form.
    • Highly organised, methodical, and disciplined.
    • Shows initiative and takes personal responsibility for completing tasks.
    • Able to work within defined business processes.
    • Adopts a positive attitude, willing to assist others when busy.
    • Able to work under pressure to achieve deadlines.
    • Attention to detail.
    • Able to achieve agreed outcomes without supervision.
    • Able to prioritise and plan workload.
  • Experience
    • At least 2 years working as an Administrator.
    • At least 2 years working within a Financial Planning environment.
  • Qualifications
    • Relevant Industry qualifications.
What We Offer
  • A competitive salary, circa £28,000.00.
  • 28 Days (inclusive of BH) + Christmas leave, additional days during office closure.
  • Pension.
  • PMI.
  • On-site parking.
  • Personal development, with the company covering the cost of professional examination fees and learning materials, and regular opportunities for ongoing training and development.

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