Experienced Financial Services Coordinator

3 weeks ago


Farnham, Surrey, United Kingdom Profiles Personnel Full time

Financial Services Administrator Role


We are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity to work in an exciting and dynamic environment, with the potential for part-time hours.


Key Responsibilities:


  • Liaise with policy providers for policy details and obtain policy illustrations
  • Process new business applications, tracking to completion
  • Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs
  • Respond to client enquiries and liaise directly with clients
  • Send prepared investment information and reports to clients
  • E nsure all data entry is completed accurately and within specified timelines

Requirements:


  • At least a year's financial services administration experience ideally in client and advisor support
  • LP2 or CII qualifications advantageous
  • Professional verbal/written communication skills essential
  • Excellent literacy and numeracy skills with a high degree of accuracy
  • Confident interpersonal and organisational skills
  • Good working knowledge of Microsoft Word and Excel

What We Offer:


As a Financial Services Administrator, you can expect excellent benefits, including sponsorship for exams, opportunities for career progress, and company events. The role is based on a 9am-5pm Monday to Friday schedule, providing a stable and secure working environment.


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