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Financial Services Coordinator
2 months ago
We are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our Financial Planning team, you will be responsible for providing exceptional administration and compliance support to our clients, advisers, managers, and directors.
Key Responsibilities- Administration and Compliance: Ensure all administration is undertaken to the highest standard and conducted in accordance with our procedures, service standards, and regulatory requirements.
- Work Management: Manage your own work activity and maintain regular communication with your immediate supervisor.
- Data Management: Input accurate and up-to-date information on internal and external software packages and provider websites.
- Team Collaboration: Work respectfully and professionally with other team members, offering support when capacity allows.
- Client Communication: Ensure all communications with clients, including correspondence, meetings, and discussions, are dealt with promptly and within service standards.
- Client Meetings: Attend client meetings with advisers and directors to build rapport with our client base.
- Process Improvement: Take an active role in departmental meetings and contribute to improving existing processes.
- Travel and Flexibility: Travel to and work from other offices as required, and demonstrate flexibility in adapting to changing priorities.
- Experience: At least three years' experience in an administrative or support role in Financial Services.
- Technical Skills: Experience with Intelliflo is desired but not essential; strong computer skills, particularly using Microsoft Office (Word, Excel, and Outlook).
- Soft Skills: Ability to manage your own time, work to deadlines, take instruction from senior staff, and deliver excellent service to clients. Strong communication, organizational, and attention to detail skills are essential.
- Teamwork and Adaptability: Ability to work both independently and as part of a team, with some flexibility required to changing priorities.
- Self-Motivation and Initiative: Self-motivated and able to use your own initiative to achieve goals.
- Work-Life Balance: Flexible working hours, including office hours from 9-5.
- Professional Development: Opportunities for professional qualification support and career growth.
- Wellbeing: Employee assistance programme, free parking, and workplace pension scheme.
- Recognition and Rewards: Recognition for outstanding performance, and opportunities for professional development and career growth.
