Financial Services Coordinator

5 days ago

Chester, Cheshire, United Kingdom Oval Recruit Full time
Financial Services Administrator Opportunity

We are seeking an experienced Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.

Key Responsibilities:
  • Process new business administration for investments, pensions, mortgages, and life assurance products.
  • Manage client investment and pension transactions, including withdrawals, switches, and rebalances.
  • Act as a point of contact for client enquiries, assist with policy changes, and provide general guidance.
  • Produce meeting notes, preparation materials, and coordinate client meetings.
  • Work to deadlines and contribute to the smooth running of the office, ensuring excellent service to clients.
  • Collaborate with the team to achieve business success, taking on a diverse range of duties as required.
What We Offer:
  • A dynamic and supportive work environment with opportunities for development and training.
  • Flexible working arrangements and a strong performance-linked pay review system.
  • Excellent benefits package, including company social events and external training opportunities.
  • Support for professional qualifications and study days.

If you are a motivated and organized individual with a passion for delivering exceptional administrative support, we encourage you to apply for this exciting opportunity.

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