Financial Services Coordinator

2 days ago


Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full time

At Blakemore Recruitment, we are seeking a highly skilled Financial Services Coordinator to join our team. This is a fantastic opportunity for an experienced Administrator to work in a dynamic Financial Planning practice in Cheam.

We estimate the salary for this role to be around £25,000-£30,000 per annum, depending on experience.

Job Description

This position involves providing administrative support to our Financial Planning team, ensuring seamless operations and excellent client service. Key responsibilities include:

  • Business Submissions: Process business submissions within our service level agreement (SLA), recording all new business where necessary, and submitting new business to providers.
  • Enquiries and Correspondence: Manage internal and external enquiries relating to new business, liaise with providers and clients for any outstanding information, and respond to correspondence in a timely manner.
  • Business Succession Tracking: Monitor and track business succession plans to ensure smooth transitions.
  • Email Management: Review provider alerts and secure messages, distribute relevant information to the team, and manage ad-hoc queries from advisers.
  • Client Service: Provide first point of contact for telephone enquiries, record call details, and distribute calls to the relevant departments.

In addition to these key responsibilities, the successful candidate will also provide oversight and support to the Administrator, assist with mandatory daily tasks during staff absences, and complete other duties as required.



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