Financial Services Coordinator

4 weeks ago


Sutton Coldfield, Birmingham, United Kingdom Checked Recruitment Full time
Financial Administrator Role

We are seeking a highly organized and detail-oriented Financial Administrator to join our client's team. This exciting opportunity is perfect for someone with a keen interest in professional services and financial services.

Key Responsibilities:

  • Perform general office duties, including answering phones, meeting and greeting clients, and managing stationery orders.
  • Manage the database (SPS), onboarding clients, and ensuring compliance.
  • Administer workflow to ensure deadlines are met for various projects.
  • Communicate with relevant organizations as required.
  • Filing documentation accurately and maintaining organized records.
  • Manage client accounts and updating relevant information.
  • Manage the database (XPLAN), onboarding clients, and maintaining updated client records.
  • Prepare documentation packs for advisers ahead of client review meetings.
  • Process new business and preparing correspondence, client letters, and emails.
  • Extract information from various platforms and providers regarding client portfolios and fund performance.

Requirements:

  • Knowledge and experience in professional services or financial services is desirable.
  • High attention to detail is essential.
  • Excellent communication skills, with the ability to work both independently and as part of a team.
  • Proficient in Microsoft Word and Excel.
  • A minimum of 2 years of office experience is essential.
  • Good level of English and Maths is essential.

What We Offer:

  • Competitive salary based on experience.
  • Opportunities for professional development and career progression.
  • A supportive and collaborative work environment.
  • Flexible working arrangements to promote work-life balance.


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