Financial Services Coordinator

4 weeks ago


Stansted Mountfitchet, United Kingdom Tate Full time

We are seeking an experienced Financial Services Administrator to join our team at Tate. As a key member of our Wealth Management team, you will play a vital role in supporting our advisers and client managers in delivering exceptional client service.

The successful candidate will have a strong background in financial services and be able to create and maintain accurate client records, prepare client documentation, and assist with the servicing of fund top-ups, withdrawals, switches, and rebalances.

This is a fantastic opportunity for a motivated and organized individual to develop their skills and contribute to the success of our team.

Key Responsibilities:

  • Create and maintain accurate client records on our back-office systems and platforms
  • Prepare client documentation and correspondence pre and post meetings
  • Assist with obtaining illustrations and application forms
  • Support Client Managers in preparation and implementation of advice
  • Regularly monitor and chase up progress on applications and other transactions

Requirements:

  • Strong background in financial services
  • Excellent organizational and communication skills
  • Ability to work collaboratively as part of a team


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