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Financial Services Coordinator
2 months ago
Job Summary
We are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our team, you will play a vital role in supporting our Independent Financial Advisers in providing exceptional client services.
Key Responsibilities
- Maintain accurate and up-to-date client and portfolio records.
- Prepare client files for annual or half-yearly reviews, ensuring all necessary documentation is complete and accurate.
- Process new business and general client administration, ensuring timely and efficient completion of tasks.
- Communicate with clients on case progress, providing clear and concise updates.
- Prepare necessary paperwork and application forms for client meetings, ensuring all requirements are met.
- Manage Work-In-Progress (WIP) and invoicing, ensuring accurate and timely billing.
- Communicate with product providers on case progress, compliance issues, and record-keeping.
Requirements
- Experience in a similar role, preferably in the financial services industry.
- Strong organizational and planning skills, with the ability to prioritize tasks and manage multiple projects.
- Excellent communication and analytical skills, with the ability to build strong relationships with clients and colleagues.
- Good understanding of Microsoft Office and other industry technical software packages.
- Ability to maintain confidentiality and handle sensitive information with discretion.
What We Offer
- A competitive salary, up to £30,000.00, dependent on experience and qualifications.
- A comprehensive benefits package, including life cover, flexible benefits scheme, wellness platform, shopping discounts platform, and more.
- Opportunities for professional development and growth, with support for obtaining professional qualifications.
- A hybrid working arrangement, with a balance of office and remote work.
Company Overview
Service Service Employment Agency Limited is a successful Independent Financial Advice Practice with a strong reputation for delivering exceptional client services. We are committed to providing a supportive and inclusive work environment, where our employees can thrive and grow.
