Financial Services Coordinator

4 weeks ago


Oulton Suffolk, United Kingdom Service Service Full time

About the Role: Join our esteemed firm as a Financial Services Coordinator, where you will play a vital role in supporting our financial advisers. This position is designed for individuals who are committed to delivering exceptional client service and ensuring compliance with industry standards.

Key Responsibilities:

  • Provide a warm and professional client experience, focusing on quality and precision in all interactions.
  • Prepare and distribute Recommendation Letters while gathering necessary research, application forms, and supporting documents.
  • Engage with clients and providers, addressing inquiries through various communication channels promptly.
  • Ensure accurate completion of financial transactions and maintain full compliance with regulatory requirements by adhering to internal procedures.
  • Maintain precise and efficient client records and data management.
  • Gather and analyze information from providers and fund managers, keeping Financial Planners informed of all relevant communications.

Qualifications:

  • Certificate in Financial Services or actively pursuing qualification (Desirable).
  • Achieved Grade A-C or 9-4 in English and Maths (Essential).
  • Prior experience in Financial Services within an Independent Financial Advisory setting (Essential).
  • Comprehensive understanding of FCA regulations, ethics, and financial compliance (Essential).
  • Proficient knowledge of investments, pensions, protection plans, and other financial products (Essential).
  • Strong IT capabilities, particularly in MS Office applications such as Word and Excel.
  • Ability to adapt and remain flexible in a dynamic work environment.

Benefits:

  • Generous employer contribution to private pension plans.
  • Death in service policy.
  • Starting with 21 days of holiday plus bank holidays, increasing incrementally with service to a maximum of 27 days.
  • Flexible working hours and the possibility of remote work, subject to satisfactory performance during the probation period.


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