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Financial Services Coordinator

2 months ago

Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Services Administrator

Job Summary:

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our team, you will provide administrative support to our EB advisers and contribute to the growth and development of our corporate clients.

Key Responsibilities:

  • Provide administrative support to our EB advisers, including handling requests and inquiries related to Group Pensions, Group Risk, and Group life schemes.
  • Assist in the development and growth of our corporate clients, working closely with our team to identify opportunities and provide exceptional service.
  • Communicate effectively with clients, colleagues, and other stakeholders, maintaining professional relationships and providing clear and concise information.
  • Contribute to the maintenance of accurate records and databases, ensuring compliance with regulatory requirements.
  • Participate in training and development opportunities to enhance your skills and knowledge in the financial services industry.

Requirements:

  • Previous experience in a financial services firm, preferably in a similar role.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Basic knowledge of Group Pensions, Group Risk, and Group life schemes, with a willingness to learn and develop your skills.
  • Ability to work in a fast-paced environment, adapting to changing priorities and deadlines.

What We Offer:

As a Financial Services Administrator at Capio Recruitment Financial Planning, you will have the opportunity to work in a dynamic and supportive team environment, with access to training and development opportunities to enhance your skills and knowledge. We offer a competitive salary and benefits package, including private medical insurance and discretionary bonuses.

How to Apply:

If you are a motivated and organized individual with a passion for financial services, please submit your application, including your resume and a cover letter, to [insert contact information].