Financial Services Coordinator

3 weeks ago

Chester, Cheshire, United Kingdom Oval Recruit Full time
Financial Services Administrator Opportunity

We are seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.

Key Responsibilities:

  • Process new business administration for investments, pensions, mortgages, and life assurance products.
  • Manage client investment and pension transactions, including withdrawals, switches, and rebalances.
  • Provide exceptional client service, responding to enquiries, assisting with policy changes, and updating client details.
  • Prepare meeting notes, materials, and coordinate client meetings.
  • Contribute to the smooth running of the office, ensuring excellent service delivery and maintaining high client satisfaction levels.

About the Role:

This is an exciting opportunity to join a dynamic and growing team in a modern, friendly working environment. As a Financial Services Administrator, you will have the chance to develop your skills and knowledge in a supportive and collaborative team.

What We Offer:

We provide a comprehensive training and development program, flexible hybrid working arrangements, and a competitive salary package. If you are a motivated and organized individual with a passion for delivering exceptional administrative support, we encourage you to apply for this exciting opportunity.

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