Financial Services Coordinator

4 days ago


The Royal Town of Sutton Coldfield, United Kingdom Recruit UK Full time

Job Title: Financial Services Administrator

Industry: Financial Services

Location: Sutton Coldfield

Salary: up to £32,000

Job Description:

Recruit UK is working with a forward-thinking financial services company in Sutton Coldfield to find an experienced Financial Services Administrator to join their team.

This is an excellent opportunity for a skilled administrator to work in a dynamic and unique financial services environment. If you're passionate about delivering exceptional client service and have a strong background in administration, this could be the perfect role for you.

The successful candidate will be responsible for a range of administrative tasks, including:

  • Checking fact finds and preparing authority letters
  • Preparing review packs and creating new client packs
  • Updating the CRM system and liaising with clients over the telephone

What We Offer:

  • Competitive salary up to £32,000, dependent on experience
  • Professional development opportunities, including study support towards the Level 4 Diploma
  • Flexible working arrangements, including home and office working
  • Generous holiday package, including 25 days of annual leave plus bank holidays
  • A lovely office in the heart of Sutton Coldfield
  • A brilliant work culture and great transport links

Requirements:

  • 2+ years' experience in an IFA administration role
  • Excellent communication skills, both written and verbal
  • Good telephone manner
  • Experience with Intelligent Office is desirable

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a reach of over 100,000 connections. We take a holistic approach to recruitment, focusing on career happiness and providing honest feedback to our candidates.



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