Financial Services Coordinator

4 weeks ago


Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Ltd Full time
New Business Processing

Our client offers a bespoke wealth management service to high net worth individuals and businesses. We are seeking a skilled professional to process new business, including updating back-office systems and working with various provider platforms to ensure smooth operations.

Death Claims

The successful candidate will be responsible for dealing with death claims, liaising with advisers, providers, and executors to ensure a seamless process.

Liaising with Clients

Direct communication with clients will be a key aspect of this role, with regular phone, email, and face-to-face interactions to provide exceptional customer service.

Provider Communications

Daily communications with numerous providers via phone, email, and platforms will be required to ensure timely and effective resolution of queries and issues.

Adviser Support

The successful candidate will provide support to advisers for ad hoc requests and queries, ensuring that their needs are met in a timely and efficient manner.

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