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Financial Services Coordinator
2 months ago
This dynamic, Financial Services Administrator role in a growing company is ideal for current Administrators working within Financial Services who are keen to join a forward-thinking organization with exciting plans ahead
You would be providing financial planning administration support to a team of Financial Advisors, who deliver holistic financial planning to clients. The business values the role you play and recognizes your worth in helping the team to deliver a quality service.
As a Financial Services Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include:
- Processing and chasing new business opportunities
- Obtaining illustrations, projections, and valuations
- Responding to and assisting with client inquiries
- Accurately updating and maintaining information on the company's back office system
- Preparing documents for suitability reports
- Liaising with clients and providers
- Preparing client meeting packs
The company has a strong focus on allowing individuals to grow and develop, and would openly support your progression. Due to their growing scale and people-focused approach, they are open-minded to supporting your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management, or other areas.
Financial Services Administrator Requirements
- You should have experience as an Administrator within a financial services environment
- Strong organizational and communication skills
- Able to work accurately and efficiently in a fast-paced environment
- Ability to maintain confidentiality and handle sensitive information
