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Financial Services Coordinator

2 months ago


Ipswich, Suffolk, United Kingdom Service Service Employment Agency Limited Full time

Job Summary

Service Service Employment Agency Limited is seeking an experienced Financial Services Administrator to join their team. As a key member of the Ipswich Office, you will play a vital role in supporting Independent Financial Advisers in providing exceptional client services.

Key Responsibilities

  • Undertake client-related administration, review work, reporting, and implementation to assist Financial Advisers in delivering high-quality financial services.
  • Meet the required number of chargeable hours for the department, ensuring efficient and timely task completion.
  • Develop and maintain a strong understanding of financial services, industry software, and technical knowledge.
  • Collaborate with the team to achieve business objectives and provide excellent support to clients.

Requirements

  • Desirable: Certificate in Financial Services or equivalent technical knowledge.
  • Excellent organizational and planning skills, with the ability to maintain accurate time records.
  • Strong analytical and communication skills, with a commercial understanding of the advice process.
  • Ability to work effectively in a team environment, with a flexible approach to meeting business needs.

What We Offer

Service Service Employment Agency Limited is a dynamic and supportive employer, offering a range of benefits and opportunities for professional growth and development.