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Financial Services Coordinator

2 months ago

StocktononTees, Stockton-on-Tees, United Kingdom Search Full time

Financial Administrator Role

Salary: £25,000Location: Stockton-On-TeesHours: Full or Part Time

Permanent Role - Office Based

We are seeking a highly organized and detail-oriented Financial Administrator to join our team. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial services department.

Key Responsibilities:

  • Ensure accurate and timely record keeping
  • Input data and produce records and documents as needed
  • Prepare valuations of clients' investments and pensions
  • Produce new document packs and preparation for client meetings
  • Produce client portfolio review information and present this with meeting packs
  • Undertake necessary training and continuing professional development required by regulatory authorities and the firm's supervisory team
  • Liaise with providers in the provision of valuations and other product information as needed

Requirements:

  • Minimum of 2 years' experience working in a whole of market advice environment as a Financial Services Administrator or similar
  • Good IT skills and knowledge of relevant software

What We Offer:

We offer a competitive salary and a supportive work environment. If you are a motivated and detail-oriented individual looking to build your career in financial services, we encourage you to apply.