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Financial Services Coordinator
2 months ago
**About the Role**
Recruit Wealth is proud to represent a highly successful and well-established national financial services organization with a strong presence throughout the UK.
We are seeking an experienced and skilled Financial Planning Administrator to join their existing team in Newcastle, a newly created role to support the growth and expansion of the business.
The organization is a modern and highly respected employer in the financial services industry, known for its excellent reputation and commitment to providing a rewarding and supportive work environment.
As a key member of the Client Administration team, you will be responsible for providing day-to-day support and servicing to private clients in relation to their pension and investment needs.
You will work closely with the Client Administration Team Leader and a established team of Administrators to provide an integral function to the wider team, including Paraplanners and Financial Planners.
**Key Responsibilities**
- Assist Advisers in preparing for progress meetings, including the preparation of client reports and provider forms, existing policy and fund information.
- Address all system-generated tasks on the same day.
- Manage/take ownership of the annual review process from allocation to issuance of the meeting pack.
- Prepare review documentation and/or annual suitability reports.
- Liaise with advisers where information is incomplete or unclear.
- Perform other duties as assigned.
**Requirements and Qualifications**
- Highly knowledgeable in all aspects of financial services administration.
- A strong level of technical and industry knowledge with a wide range of financial products and services.
- Confident using Microsoft Office products and the ability to learn new systems and processes.
- Strong time management and prioritisation skills.
- Good written and verbal communication skills.
- Ability to work under pressure with excellent attention to detail.
**Personal Skills and Attributes**
- Ability to build and develop effective working relationships.
- Accessible, approachable and have a positive attitude.
- Effectively work within a team.
- The flexibility for and commitment to continual service development and improvement.
**Benefits of Joining the Organization**
- Death in Service.
- Private Medical Insurance.
- Group Income Protection.
- Employee Assistance Programme.
- Medicash.
- Private pension.
- Discretionary 10% annual bonus.
- Support for industry qualifications.
- Flex/Hybrid working.
**Career Development Opportunities**
Progression to Paraplanner is available if desired.
A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.
Home/office hybrid working is fully supported during the working week.
Staff retention is second to none with our client, we have represented them for years with excellent success.
