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Financial Services Coordinator
2 months ago
Job Title: Financial Services Administrator
Industry: Financial Services
Location: Sutton Coldfield
Salary: up to £32,000
Job Description:
Recruit UK is working with a forward-thinking financial services company in Sutton Coldfield to find an experienced Financial Services Administrator to join their team.
This is an excellent opportunity for a skilled administrator to work in a dynamic and unique financial services environment. If you're passionate about delivering exceptional client service and have a strong background in administration, this could be the perfect role for you.
The successful candidate will be responsible for a range of administrative tasks, including:
- Checking fact finds and preparing authority letters
- Preparing review packs and creating new client packs
- Updating the CRM system and liaising with clients over the telephone
What We Offer:
- Competitive salary up to £32,000, dependent on experience
- Professional development opportunities, including study support towards the Level 4 Diploma
- Flexible working arrangements, including home and office working
- Generous holiday package, including 25 days of annual leave plus bank holidays
- A lovely office in the heart of Sutton Coldfield
- A brilliant work culture and great transport links
Requirements:
- 2+ years' experience in an IFA administration role
- Excellent communication skills, both written and verbal
- Good telephone manner
- Experience with Intelligent Office is desirable
About Recruit UK:
We are a specialist recruitment agency in the financial services sector, with a reach of over 100,000 connections. We take a holistic approach to recruitment, focusing on career happiness and providing honest feedback to our candidates.
