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Financial Services Coordinator

2 months ago

Glasgow, Glasgow City, United Kingdom Cornmarket Full time
{"title": "Financial Services Coordinator", "content": "Job Summary

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Cornmarket Group Financial Services. As a key member of our operations team, you will provide administrative support to our Independent Financial Planners and review team, ensuring seamless delivery of our services to clients.

Key Responsibilities
  • Process new business applications for all products in a timely and accurate manner.
  • Field and respond to client inquiries via email.
  • Prepare paperwork for client meetings, including compliance documentation.
  • Assist in the preparation of suitability reports for life, pension, and investment options.
  • Liaise with investment companies and providers to obtain necessary information and documentation.
  • Maintain accurate and up-to-date client data in our Intelligent Office system.
  • Perform ad-hoc administrative tasks as required.
  • Support senior management and financial planners with various tasks.
Requirements
  • Excellent customer service skills, with experience in a similar role.
  • Proficient in Microsoft Office, with a strong attention to detail.
  • Ability to work collaboratively as part of a team.
  • Strong organizational and time management skills.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

", "lang_code": "en-US"}