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Financial Services Coordinator

2 months ago

Chester, Cheshire, United Kingdom Recruit UK Full time
About the Role

We are seeking a highly organized and proactive Financial Services Administrator to join our Client Services team within the Financial Advice arm of our business.

As a Client Service Executive, you will provide essential support to our advisers and their clients, ensuring a seamless client-centric service. Your responsibilities will include:

  • Processing new business from inception to completion
  • Coordinating client communication and queries related to portfolios
  • Managing cash movements and balances
  • Administering client data, documentation, and new business paperwork onto our back-office systems
  • Assisting with ad-hoc office duties and preparing for client appointments
  • Managing client contacts and calls

To succeed in this role, you will need:

  • Previous experience in financial services
  • Knowledge of various financial products (ISAs, Pensions, Investments, SIPPS) - desirable
  • A proactive and organized approach
  • Ability to multitask and adapt to changing priorities
  • IT literacy and a desire to progress within the Financial Planning industry
About the Company

We are a national Wealth Management firm committed to providing expert service tailored to individual needs. Our long-term goals are at the core of our vision, and we understand that our employees are the backbone of our success. We reward hard work with attractive benefits and opportunities for growth.

What We Offer
  • 25 days' holiday (option to buy more)
  • Hybrid WFH/Office split (equipment provided)
  • Life Assurance (x4 salary)
  • Juicy company pension scheme (10% contribution)
  • Private health insurance
  • Employee Wellbeing Assistance programme
  • Season Ticket Loan
  • Share incentive scheme
  • Access to financial advice
  • Discretionary Bonus