Financial Services Coordinator

1 month ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Services Coordinator

We are seeking an experienced Financial Services Coordinator to support one IFA with all areas of administration, including business processing, financial administration, and client liaison.

The ideal candidate will have a strong background in administration and customer service, with experience working in a life and pensions environment. The role will require use of different CRM systems and platforms, including Intelligent Office.

Key Responsibilities:

  • Update the back office system to ensure accurate client data and information throughout the process.
  • Maintain fully compliant files making sure all documents are held on the client's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.
  • Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service.
  • Participate in project-related work, working as one team to meet company goals and targets.

Benefits:

  • A competitive salary of £35,000 - £40,000 per annum.
  • A full-time office-based role near Dorking, with hybrid working considered after successful completion of a 6-month probation.

This is a fantastic opportunity to join our team at Artemis Recruitment Consultants Ltd and take your career to the next level. If you have the skills and experience we're looking for, please apply now



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