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Financial Services Coordinator

2 months ago

Rochester, Medway, United Kingdom Financial Divisions Full time
Financial Administrator Opportunity

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our qualified advisers and ensuring the smooth operation of our firm.

Key Responsibilities:
  • Coordinate and manage client meetings, ensuring efficient scheduling and preparation.
  • Assemble suitability report packs, ensuring all regulatory and internal firm requirements are met.
  • Prompt and compliant submission of new business applications.
  • Oversee pipeline business to ensure smooth and efficient processing.
  • Maintain accurate records on our back-office system.
  • Screen and manage the adviser's workload.

What We Offer:

A dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary and benefits package.

Requirements:

Proven administrative experience, excellent organizational and communication skills, and a strong attention to detail.