Financial Services Coordinator
4 days ago
This exciting opportunity has arisen for an experienced Administrator to join a growing Financial Services company in Newcastle. As a Financial Services Administrator, you will play a vital role in providing administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.
The company values the role you will play in helping the team deliver a quality service. Your responsibilities will include:
- Processing and chasing new business opportunities
- Obtaining illustrations, projections, and valuations
- Providing excellent customer service and answering client queries
- 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 is committed to supporting the growth and development of its employees. With a strong focus on allowing individuals to progress, they are open-minded to supporting your development into various areas, such as paraplanning, advice, compliance, or management.
Requirements
- Experience as an Administrator within a financial services environment
- Good knowledge of financial planning processes, products, and how a Financial Advisor operates
- Motivation to join a growing business and be part of its exciting journey
- Open-mindedness to candidates with administration experience in other areas of financial services
Company Overview
This growing IFA firm is led by highly respected names within the industry, backed by a private equity firm. With a strong focus on growth, they are looking to build a talented team of passionate and skilled individuals.
The company offers a competitive salary of £26,000 - £32,000, plus company benefits, including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10%, and 28 days holiday + bank holidays, rising up to 30 days.
Hybrid working with a 60/40 split of office and home working, 37.5 hours per week, and excellent career progression opportunities make this a great opportunity for the right candidate.
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