Financial Services Coordinator

1 week ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time

**Job Summary**

Specialist Recruit is seeking a highly skilled and organized Financial Services Coordinator to join our team. As a key member of our financial planning company, you will provide exceptional administrative support to our Financial Advisers and clients.

Key Responsibilities:

  • Support the Financial Advisers by providing full administrative support to our clients, including compiling and generating financial reports, using analytical tools, and handling day-to-day enquiries.
  • Assist with client meetings, including appointment scheduling, preparation of financial documents, and follow-up actions post-meeting.
  • Act as the main point of contact for assigned clients, ensuring exemplary customer service at all times.
  • Liaise with providers and other third parties to obtain financial information on behalf of our clients.
  • Work collaboratively with Financial Advisers and the Client Operations Manager to ensure effective operational organization of the team.
  • Manage your own workflows and tasks, working on your own initiative and achieving agreed outcomes without supervision.

Requirements:

  • Working within Financial Services is an essential requirement, specifically linked to strong pensions knowledge and other financial products.
  • Team player with high attention to detail.
  • Organized, with the ability to work under pressure in a fast-paced environment and to specific timeframes.
  • Ability to build strong relationships with clients.
  • Ability to work collaboratively within a team.
  • Experience of working with databases and updating tracking spreadsheets and information systems.

Desirable Skills:

  • Excellent administration skills.
  • Excellent communication skills (both written and verbal).
  • Strong planning and organizational skills.
  • Ability to embrace change and new challenges and learn new skills with a positive attitude.
  • Remain calm under pressure, with the ability to multi-task.
  • Strong interpersonal skills, with the ability to display discretion when dealing with confidential and sensitive information.
  • Proficient in all Microsoft Office programs.
  • Demonstrate a strong understanding of all financial products.

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