Financial Services Coordinator

4 days ago

Cheltenham, Gloucestershire, United Kingdom Premier Jobs UK Limited Full time
Financial Services Administrator Role

This is an exciting opportunity for a Financial Services Administrator to join a growing company in Cheltenham. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.

The company values the role of the Financial Services Administrator and recognizes the importance of their contribution to the team's success. As a key member of the team, you will be responsible for undertaking efficient administrative tasks, including:

  • Processing and chasing new business opportunities
  • Obtaining illustrations, projections, and valuations
  • Responding to client queries and providing assistance
  • Accurately updating and maintaining information on the company's back-office system
  • Preparing documents for suitability reports
  • Liaising with clients and providers
  • Preparing client meeting packs

The company is committed to supporting the growth and development of its employees. With a strong focus on people development, they are open to supporting your progression into various areas, such as paraplanning, advice, compliance, or management.

Requirements for the Financial Services Administrator Role

  • Experience as an Administrator within financial services is essential
  • Ideal candidates will have a strong understanding of financial services and a passion for delivering excellent customer service

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