Job Summary

We are seeking a highly organized and detail-oriented Junior Financial Services Coordinator to join our team at 3Sixty Resourcing Ltd. As a Junior Financial Services Coordinator, you will play a crucial role in supporting our Financial Advisors and helping our clients achieve their financial goals.

Key Responsibilities

• Analyze client portfolios and provide recommendations for investment and financial planning
• Prepare and send suitability reports and letters of authority
• Input policy details and ensure compliance with industry regulations
• Liaise with and support Financial Advisors to ensure accurate and timely advice
• Prepare and present reports to stakeholders
• Identify areas for further financial planning and discuss with Financial Advisors
• Ensure all files are compliant with industry regulations and FCA rules
• Complete complex administrative tasks and maintain accurate records

Requirements

• Experience working in Administration, Pension, Investment, Banking, or Financial Services
• Excellent time management and organizational skills
• Ability to work as part of a small team and communicate effectively with others
• Strong numerical skills and attention to detail
• Excellent IT skills and ability to learn new systems

Benefits

• Monday to Friday, 9am to 5:30pm (flexible) with a 4pm finish on Fridays
• 23 days holiday plus bank holidays
• Contributory Pension scheme
• Life cover and Death in Service
• Critical Illness cover
• Private Medical Insurance
• Free lunches

About Us

3Sixty Resourcing Ltd is an independent recruitment consultancy based in the UK. We specialize in supplying permanent and contract personnel across various industries, including Office, Engineering, Technical, Manufacturing, and Construction. We pride ourselves on providing an exceptional customer journey for our clients and candidates.