Experienced Financial Services Coordinator
4 weeks ago
**Financial Services Administrator Opportunity**
We are seeking a skilled Financial Services Administrator to join our client's administrative team. The ideal candidate will have at least a year's experience in financial services administration, preferably in client and advisor support.
The successful candidate will be responsible for:
- Liaising with policy providers to obtain policy details and illustrations
- Processing new business applications and tracking them to completion
- Preparing documentation for client appointments and meetings, including annual planning meeting packs
- Responding to client enquiries and liaising directly with clients
- Sending prepared investment information and reports to clients
- Ensuring accurate data entry and timely completion
The ideal candidate will possess:
- At least a year's experience in financial services administration, preferably in client and advisor support
- LP2 or CII qualifications advantageous
- Excellent verbal and written communication skills
- Strong literacy and numeracy skills with high accuracy
- Confident interpersonal and organisational skills
- Good working knowledge of Microsoft Word and Excel
In return, you can expect excellent benefits, including sponsorship for exams, opportunities for career progress, and company events.
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Experienced Financial Services Coordinator
2 weeks ago
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Financial Services Coordinator
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Financial Services Coordinator
3 weeks ago
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Financial Services Coordinator
1 month ago
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Service Coordinator
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Senior Financial Services Auditor
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Financial Operations Coordinator
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3 weeks ago
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