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Financial Services Coordinator
2 months ago
This exciting opportunity has arisen for an experienced Administrator to join a growing Financial Services company in Newcastle. As a Financial Services Administrator, you will play a vital role in providing administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.
The company values the role you will play in helping the team deliver a quality service. Your responsibilities will include:
- Processing and chasing new business opportunities
- Obtaining illustrations, projections, and valuations
- Providing excellent customer service and answering client queries
- Accurately updating and maintaining information on the company's back-office system
- Preparing documents for suitability reports
- Liaising with clients and providers
- Preparing client meeting packs
The company is committed to supporting the growth and development of its employees. With a strong focus on allowing individuals to progress, they are open-minded to supporting your development into various areas, such as paraplanning, advice, compliance, or management.
Requirements
- You should have experience as an Administrator within a financial services environment
- Ideal candidates will have good knowledge of financial planning processes, products, and how a Financial Advisor operates
- You should be motivated by the prospect of joining a growing business and the exciting opportunities this brings
- The company is open-minded to candidates with administration experience within other areas of financial services
Company Overview
This growing IFA firm is led by highly respected names within the industry, accompanied by the backing of a private equity firm. They are currently on a rapid growth phase, with already £4.5bn of AuM, which will continue to grow. They openly recognize that achieving such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Benefits
- Salary of £26,000 - £32,000
- Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10%, and 28 days holiday + bank holidays, rising up to 30 days
- Hybrid working with 60/40 split of office and home working
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
