Financial Services Coordinator

3 days ago


Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Services Administrator

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.

Key Responsibilities:
  1. Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriately
  2. Process applications, letters of authority, and requests for information with accuracy and efficiency
  3. Manage the processing of all new business, ensuring timely completion and quality control
  4. Database completion of all new business, maintaining up-to-date records and reports
  5. Produce portfolio reports and other client information as requested, utilizing strong analytical and communication skills
  6. Manage client appointments in the financial adviser's diary, including travel arrangements where necessary
  7. Receive, scan, and allocate incoming post, maintaining a high level of organization and attention to detail

As a Financial Services Administrator, you will have the opportunity to develop your skills and knowledge in financial services, working closely with the team to achieve business objectives.

Requirements:
  1. Three years' experience of admin support in a financial services company is essential
  2. Good understanding of ISAs, GIAs, and Pensions (both DB and DC)
  3. Self-starter who is used to working under their own initiative, with a methodical approach and attention to detail
  4. Strong communicator in verbal and written form, with excellent interpersonal skills
  5. Flexible and keen to assist others in the team, with a willingness to learn and adapt
  6. Proficient in Excel, Word, and Outlook, with experience of using Client Assyst or similar CRM system


  • Ashford, Kent, United Kingdom Clark James Head Office Full time

    Company Overview:Clark James Head Office is a reputable firm specializing in Independent Financial Advice.Position Summary:We are seeking a skilled Financial Services Coordinator to enhance our team due to ongoing business growth. This role is pivotal in ensuring the seamless operation of our client services.Key Responsibilities:Conduct thorough product and...


  • Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary:Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Administrator to join their team. As a key member of the team, you will play a vital role in supporting the financial services team and contributing to the company's success.Key Responsibilities:Providing administrative support to the financial services team, including...


  • Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary:Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Administrator to join their team. As a key member of the team, you will play a vital role in supporting the financial services team and contributing to the company's success.Key Responsibilities:Providing administrative support to the financial services team, including...


  • Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriatelyProcess applications, letters of...


  • Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriatelyProcess applications, letters of...


  • Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriatelyProcess applications, letters of...


  • Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriatelyProcess applications, letters of...


  • Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Services Administrator to support their team in Ashford. The ideal candidate will have three years of experience in admin support within a Financial Services company and a strong understanding of ISAs, GIAs, and Pensions. Key responsibilities include answering incoming calls, processing...


  • Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Services Administrator to support their team in Ashford. The ideal candidate will have three years of experience in admin support within a Financial Services company and a strong understanding of ISAs, GIAs, and Pensions. Key responsibilities include answering incoming calls, processing...


  • Ashford, Kent, United Kingdom Just Mortgages Full time

    Financial Administrator REMOTE What's on offer to you as a Financial Administrator? £22,308 - £23,058 Basic salary (dependent on experience) with bonus on top • Dedicated training and coaching to support your ongoing development • A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you...


  • Ashford, Kent, United Kingdom Just Mortgages Full time

    Financial Administrator REMOTE What's on offer to you as a Financial Administrator? £22,308 - £23,058 Basic salary (dependent on experience) with bonus on top • Dedicated training and coaching to support your ongoing development • A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    About Neilson Financial ServicesAt Neilson Financial Services, we're dedicated to helping families secure their financial future with innovative life insurance solutions.Job SummaryWe're seeking a motivated Sales Agent to join our UK team, responsible for handling inbound and outbound sales enquiries for life insurance products. As a key member of our team,...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    About Neilson Financial ServicesAt Neilson Financial Services, we're dedicated to helping families secure their financial future with innovative life insurance solutions.Job SummaryWe're seeking a motivated Sales Agent to join our UK team, responsible for handling inbound and outbound sales enquiries for life insurance products. As a key member of our team,...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to providing innovative life insurance solutions that safeguard the well-being of families worldwide. As a Sales Consultant, you'll play a vital role in helping us achieve this mission.Key Responsibilities:Handle inbound and outbound sales inquiries for life insurance...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to providing innovative life insurance solutions that safeguard the well-being of families worldwide. As a Sales Consultant, you'll play a vital role in helping us achieve this mission.Key Responsibilities:Handle inbound and outbound sales inquiries for life insurance...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance solutions.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance solutions.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance solutions.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance options.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...


  • Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000

    Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance options.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...