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Financial Services Coordinator

2 months ago

Plymouth, Plymouth, United Kingdom Continuum (Financial Services) LLP Full time
Job Description

We are proud of the company culture we have built in making sure that we deliver to our clients, our staff, and our partners, which has created an exciting high-performance growth business that is now in the Top 50 Financial Advisory businesses in the UK.

Our Company Culture

  • We focus on collaborative teamwork and development, which means that you will accelerate your own learning.
  • We invest in our staff's future, so please invest in yours with Continuum.

Benefits

  • 25 days holiday (plus bank holidays)
  • 3% employer pension contribution
  • Private Medical Insurance
  • Company pension
  • Free parking
  • On-site parking

Job Responsibilities

  • Provide administrative support to Independent Financial Advisers across the business.
  • Manage and input accurate client records on internal CRM systems.
  • Deal with client enquiries via the telephone for both new and existing clients.
  • Regular use of Excel for monitoring of financial data.
  • Other general administrative duties as required, such as dealing with post and meeting and greeting visitors to the office.

Requirements

  • A minimum of 1 year experience in Administration or a financial services environment is essential.
  • You must be a good communicator, face to face, via telephone and online, always displaying a professional approach.
  • You'll demonstrate the confidence to deal with the general public and Advisers.
  • You'll be IT literate, with the ability to pick up new systems very quickly and already have a good knowledge of MS Office, Gmail, and Excel.
  • Also, be aware that some pre-employment background and credit checks will be required for this role.

Working Hours

  • Monday to Friday