Financial Services Coordinator
2 weeks ago
At IDEX Consulting, we are seeking a highly organized and detail-oriented Financial Services Coordinator to support our team in providing efficient, high-quality services to clients.
Key Responsibilities:
- Process new business transactions with precision and accuracy
- Analyze valuation reports to ensure compliance and quality
- Prepare performance documentation for client review appointments, highlighting key achievements and areas for improvement
- Develop and maintain a comprehensive review checklist for client appointments, ensuring all necessary steps are taken
- Obtain provider information to assist advisers with recommendations, fostering strong relationships with key stakeholders
- Run risk profiler results via FE Analytics, providing actionable insights to inform decision-making
- Keep clients informed of progress, maintaining excellent communication throughout the process
- Assist with research and produce FE Analytics fund switch reports, ensuring seamless transitions
- Process and monitor switches directly with providers or electronically, ensuring timely completion
- Prepare half-yearly valuation reports for issue to clients, providing clear and concise summaries
- Provide post-review summary reports to clients, highlighting key takeaways and recommendations
Minimum Requirements: Previous experience in an IFA environment is essential, with a strong understanding of financial regulations and compliance.
Salary: £35,000 - £40,000 per annum, depending on experience.
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