Financial Services Coordinator

7 days ago

Bury St, Suffolk, United Kingdom Service Service Employment Agency Limited Full time
Job Summary

We are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our Financial Planning team, you will be responsible for providing exceptional administration and compliance support to our clients, advisers, managers, and directors.

Key Responsibilities
  • Administration and Compliance: Ensure all administration is undertaken to the highest standard and conducted in accordance with our procedures, service standards, and regulatory requirements.
  • Work Management: Manage your own work activity and maintain regular communication with your immediate supervisor.
  • Data Management: Input accurate and up-to-date information on internal and external software packages and provider websites.
  • Team Collaboration: Work respectfully and professionally with other team members, offering support when capacity allows.
  • Client Communication: Ensure all communications with clients, including correspondence, meetings, and discussions, are dealt with promptly and within service standards.
  • Client Meetings: Attend client meetings with advisers and directors to build rapport with our client base.
  • Process Improvement: Take an active role in departmental meetings and contribute to improving existing processes.
  • Travel and Flexibility: Travel to and work from other offices as required and demonstrate flexibility in adapting to changing priorities.
Personal Specification
  • Experience: At least three years' experience in an administrative or support role in Financial Services.
  • Technical Skills: Experience with Intelliflo is desired but not essential. Strong computer skills, particularly using Microsoft Office (Word, Excel, and Outlook).
  • Soft Skills: Ability to manage your own time, work to deadlines, take instruction from senior staff, and deliver excellent service to clients. Strong communication, organizational, and attention to detail skills.
  • Teamwork and Flexibility: Ability to work both independently and as part of a team, with some flexibility required to adapt to changing priorities.
Benefits
  • Work-Life Balance: Enjoy a 9-5 office schedule with flexible working arrangements.
  • Professional Development: Access to professional qualification support and opportunities for growth within the company.
  • Wellness and Support: Benefit from an employee assistance program, free parking, and a workplace pension scheme.
  • Recognition and Rewards: Participate in Christmas parties, summer parties, and ad-hoc team events, with opportunities for recognition and rewards.

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