Financial Services Coordinator

4 weeks ago


Bognor Regis, West Sussex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

About the Role:

We are seeking a detail-oriented and professional individual to provide vital administrative support to our Independent Financial Advisory firm. The successful candidate will be responsible for liaising with plan providers, completing and checking client details, and maintaining accurate records.

Key Responsibilities:

  • Liaising with plan providers to obtain client information, valuations, and documentation.
  • Completing, checking, and accurately inputting client details into Intelligent Office (IO) software.
  • Maintaining and updating client records to ensure accuracy and compliance.
  • Handling the submission and verification of new business applications to providers.
  • Preparing, printing, binding, and sending reports, letters, and presentations.

About the Company:

We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory firm that offers comprehensive financial planning and investment advice.



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