Financial Services Coordinator

3 days ago

Chester, Cheshire, United Kingdom Oval Recruit Full time
Financial Services Administrator Opportunity

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.

Key Responsibilities:
  • Process new business administration for investments, pensions, mortgages, and life assurance products.
  • Manage client investment and pension transactions, including withdrawals, switches, and rebalances.
  • Act as a primary point of contact for client enquiries, assist with policy changes, and provide general guidance.
  • Produce meeting notes, preparation materials, and coordinate client meetings.
  • Work collaboratively with the team to ensure the smooth running of the office and maintain exceptional client service standards.
What We Offer:
  • A dynamic and supportive work environment with opportunities for growth and development.
  • Training and development opportunities, including paraplanning and professional qualifications.
  • A competitive benefits package, including flexible working and performance-linked pay reviews.
  • A strong company culture that values employee well-being and social responsibility.

If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity to join our team.

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