Financial Services Coordinator
2 weeks ago
As a key member of our Wealth team, you will play a vital role in delivering exceptional client experiences and supporting our Financial Planners and Paraplanners in their daily tasks.
Key Responsibilities- Develop a comprehensive understanding of our offerings, operational processes, and procedures to ensure seamless client onboarding and support.
- Prepare and process new business and client onboarding, including pensions, life assurance, and investment business.
- Support the annual review journey and ensure client data is accurate and up-to-date on both back-office and provider systems.
- Act as the primary point of contact for clients, addressing their needs and inquiries within documented Service Level Agreements.
- Collaborate with planners to manage diaries and organize client meetings when required.
- Support administrative tasks and processes within specialist areas, including Employee Benefits, Final Salary, and Mortgages.
- Experience in a supporting role within a financial services setting.
- Client-facing experience and excellent interpersonal and client care skills.
- Diploma in Financial Planning or working towards (desirable).
- Working towards CeMAP (Mortgages; desirable).
- Comprehensive knowledge of various provider platforms and their transactional requirements.
- Exceptionally organized and self-directed with strong time management abilities.
- Thorough understanding of the financial services industry, including regulations.
- 30 days holiday plus public holidays
- Wellbeing day
- Birthday holiday
- Volunteering day
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Family leave
- Hybrid working
- Referral scheme
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Financial Services Coordinator
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