Financial Services Coordinator
3 days ago
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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