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Financial Services Coordinator

2 months ago

Lowestoft, Suffolk, United Kingdom Service Service Employment Agency Limited Full time

At Service Service Employment Agency Limited, we are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in our Suffolk Branch. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our Financial Planners in delivering high-quality advice to our clients.

Key Responsibilities:

  • Prepare and issue Recommendation Letters and obtain relevant research, application forms, and supporting documentation.
  • Process and monitor new business and 'top-ups' to existing business through to completion.
  • Prepare client valuations and review packs 2 weeks ahead of client meeting dates.
  • Process all post-review related paperwork and prepare relevant correspondence as required.
  • Communicate with clients and providers, responding to queries via telephone, email, and post in a timely manner.
  • Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures.
  • Ensure all client records and data are maintained accurately and efficiently.
  • Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.
  • Send out letters of authority and correspondence to clients, professional introducers, and other third parties.
  • Prepare new client meeting packs.
  • Calculate fees, raise client invoices, and chase outstanding fees as required.
  • Effective management of day-to-day work through the company's workflow system.
  • Other general administration duties as assigned.

Requirements:

  • Certificate in Financial Services or working towards qualification (A partly qualified candidate is desirable)
  • Grade A-C or 9-4 including English and Maths (Essential)
  • Previous experience in Financial Services within an IFA setting (Essential)
  • Previous experience of report writing and the ability to demonstrate strong letter writing skills (Desirable)
  • Understanding of FCA rules, ethics, and financial regulations (Essential)
  • A working knowledge of investments, pensions, and protection plans as well as other financial products and financial planning tools (Essential)
  • Strong IT skills, MS Office Word and Excel
  • Excellent organisational and communication skills
  • Good numeracy skills
  • Attention to detail
  • Able to demonstrate an adaptable/flexible approach to work within a changing environment
  • Ability to work within a team environment
  • Inter-personal skills, both written and verbal
  • Experience of using IO (Desirable)

Benefits:

  • Private pension (generous employer contribution)
  • Death in service policy
  • Bupa cash plan
  • 21 days holiday + BH, increases incrementally following 2 years' service to a maximum of 27 days
  • Support with professional qualifications
  • Flexibility on working hours and some working from home, subject to a satisfactory probation period.