Financial Services Coordinator

3 days ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time

As a Financial Services Administrator at IDEX Consulting Ltd, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS, and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of our clients' financial affairs - within agreed procedures and regulations.

The role is fundamental to the success of the client, and as a Financial Services Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.

Key Responsibilities:

  • Develop and maintain good working relations with internal and external contacts
  • Plan, organise and prioritise workload to be completed within agreed service standards
  • Regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
  • Proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
  • Work closely with the consultants to support and ensure clients' needs are met
  • Work closely with colleagues in the team and make an active contribution to the section/business unit
  • Attend training sessions, maintain own training files, and develop relevant knowledge and skills

Requirements:

  • Experience in a similar role
  • Understanding of financial services and SSAS/SIPP pension schemes
  • Excellent customer service skills and attention to detail

Salary: £25,000 - £30,000 per annum



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