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Financial Services Coordinator
2 months ago
Job Title: Financial Services Administrator
Job Type: Full-time
Company: Premier Jobs UK Limited
Location: Cheltenham
Job Category: Financial Services
Job Description:
We are seeking an experienced Financial Services Administrator to join our team. As a Financial Services Administrator, you will be responsible for providing administrative support to our team of Financial Advisors, who provide holistic financial planning to clients.
Key Responsibilities:
- Process and chase new business
- Obtain illustrations, projections, and valuations
- Answer and assist with client queries
- Accurately update and maintain information on our back-office system
- Prepare documents for suitability reports
- Liaise with clients and providers
- Prepare client meeting packs
Requirements:
- Experience as an Administrator within financial services
- Good knowledge of financial planning processes, products, and how a Financial Advisor operates
- Motivated by the prospect of joining a growing business and the exciting change this brings
- Open-minded to candidates with administration experience within other areas of financial services
Benefits:
- Salary of £26,000 - £32,000 depending on experience
- Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus, and 28 days holiday + bank holidays, rising up to 30 days
- Office-based role
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
