Financial Services Coordinator
2 days ago
Our client, a leading financial planning firm, is seeking an experienced Financial Services Administrator to join their team in Bury St. Edmunds. As a key member of the Financial Planning team, you will provide exceptional administration and compliance support to clients, advisers, managers, and directors.
Key Responsibilities:
- Ensure all administration is conducted to the highest standard, adhering to the firm's procedures, service standards, and FCA requirements.
- Manage your own work activity, collaborating closely with your immediate supervisor.
- Input accurate and up-to-date information into internal and external software packages and provider websites.
- Work collaboratively with team members, offering support when capacity allows.
- Handle client communications, including correspondence, meetings, and telephone calls, in a timely and professional manner.
About the Role:
This is a fantastic opportunity to join a renowned financial planning firm with a strong presence in Norfolk and Suffolk. As an experienced administrator, you will be responsible for providing exceptional support to the Financial Planning team, ensuring the highest standards of administration and compliance.
What We Offer:
Our client offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and organized individual with a passion for administration and compliance, this could be the ideal role for you.
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