Senior Financial Coordinator Role

2 days ago


Sevenoaks, Kent, United Kingdom Austin Fraser Full time
Job Responsibilities
  • Build strong relationships with clients, ensuring trust and confidence through exceptional communication skills.
  • Manage diaries and coordinate client appointments, ensuring Financial Planners are prepared for meetings.
  • Maintain accurate records of client data, including Fact Finds and soft facts.
  • Issue documentation in line with company procedures, considering Data Protection elements.
  • Contact clients via phone/email to chase outstanding requirements, ensuring processing of advice is not delayed.
  • Support Financial Planners in directing queries to relevant teams, ensuring seamless client service.
  • Escalate client complaints and breaches immediately to management/compliance.
  • Maintain comprehensive client information in back-office systems.

A competitive salary of £40,000-£55,000 per annum is being offered, along with a company bonus, private medical insurance, employee assistance program, private pension, and discretionary annual bonus up to 10% of salary. You will also enjoy 28 days holiday plus Bank Holidays and a hybrid/remote working arrangement.



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