Financial Services Coordinator

11 hours ago

Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
{"title": "Financial Services Coordinator", "content": "

Our client, a reputable financial planning and wealth management practice, is seeking a skilled Financial Services Coordinator to join their team.

About the Role

This is a dynamic position that requires a high level of organization and attention to detail. As a Financial Services Coordinator, you will be responsible for preparing client valuations and review packs, processing post-review related paperwork, and communicating with clients and providers.

Key Responsibilities

  1. Prepare client valuations and review packs
  2. Process post-review related paperwork and prepare relevant correspondence
  3. Communicate with clients and providers, responding to queries via telephone, email, and post in a timely manner
  4. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures
  5. Ensure all client records and data are maintained accurately
  6. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications
  7. Send out letters of authority and correspondence to clients, professional introducers, and other third parties
  8. Prepare new client meeting packs
  9. Other general administration duties as assigned

Requirements

  1. A minimum of 1 year working in an administrative position (is desirable)
  2. Confident in the use of Microsoft Office
  3. Confident with numbers and working to a high degree of accuracy
  4. Ability to work unsupervised (following training)

What We Offer

Our client offers a competitive salary, 28 days holiday, death in service 4 x salary, pension, free parking, and a bonus scheme based on company performance.

", "lang_code": "en"}

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