Financial Services Coordinator
1 month ago
At Artemis Recruitment Consultants Ltd, we are seeking an experienced Financial Services Coordinator to join our team. This role offers a competitive salary of £25,000 - £30,000 per annum.
About the Role:
- We are looking for a highly organized and detail-oriented individual to support our Financial Advisers in delivering exceptional client service.
- The ideal candidate will have excellent communication skills, be able to work effectively in a team environment, and possess a strong understanding of financial planning principles.
- You will be responsible for maintaining accurate records, gathering data, and preparing reports in line with company policy.
- This is an exciting opportunity to develop your career in a dynamic and supportive environment.
Key Responsibilities:
- Collect and collate client information, ensuring compliance documentation is present and correct.
- Discuss client objectives with Financial Advisers, identifying necessary information for financial reports.
- Assist in planning and sourcing solutions to meet client needs, preparing tax calculations where necessary.
- Obtain quotes, illustrations, and product details, providing comparisons for analysis.
- Prepare suitability letters and reports for Financial Adviser approval, along with associated documentation.
Requirements:
- A strong understanding of financial planning principles and processes.
- Excellent organizational and time management skills.
- Ability to work effectively in a team environment.
- Strong communication and interpersonal skills.
- Able to prioritize and manage multiple tasks simultaneously.
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