Financial Services Coordinator

6 days ago


Huddersfield, Kirklees, United Kingdom Ortus PSR Full time

Are you a detail-oriented and organized individual looking for a challenging career opportunity in the financial services industry? Ortus PSR is currently seeking a highly motivated Financial Services Coordinator to support their team of financial advisors and Paraplanners.

The salary range for this position is £22,000-26,000.

Key Responsibilities:

  • Conduct thorough research and gather information to support the financial advisors in their client meetings, ensuring accuracy and attention to detail.
  • Maintain accurate and up-to-date client records, adhering to regulatory requirements and company policies.
  • Assist in the preparation and submission of regulatory compliance documentation, ensuring timely and efficient processing.
  • Collaborate with the team to identify and implement process improvements, enhancing efficiency and productivity.
  • Provide comprehensive administrative support to the financial advisors, including preparing client documentation, organizing meetings, and managing client communication.

Requirements:

  • Previous experience working in a similar role within the financial services industry, preferably within a financial services firm.
  • Knowledge of financial products and services, including investments and pensions.
  • Strong attention to detail, excellent organizational skills, and ability to work in a fast-paced environment.

Ortus PSR is a leading provider of financial services, and this role will play a crucial part in supporting their team's success.



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