Financial Services Coordinator
4 weeks ago
We are currently working with a Wealth Management firm to recruit a Financial Services Coordinator in their Croydon office. The ideal candidate will have experience working in a similar role, providing pre and post-sales support to Financial Advisers.
Purpose
To provide a high level of support to clients in an efficient, compliant and professional manner, ensuring that client documentation/requests are accurately processed and completed within the required time scales.
Responsibilities
Supporting two advisers with help on preparing reviews and annual valuations using back office systems.
Preparing reports to clients following review process.
Assistance with processing any new investments and pension plans.
Knowledge of how to administer a mortgage application would be useful although a small part of the role.
Assist adviser with doing research on appropriate products using systems we provide to assist the research programme.
Help with preparing suitability reports on any new advice provided.
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Financial Services Coordinator
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