Financial Services Coordinator
4 weeks ago
This is an exciting opportunity for an experienced Administrator within Financial Services to join a growing company with a strong focus on employee development and growth.
As a Financial Services Administrator, you will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients. Your responsibilities will include:
- Processing and chasing new business opportunities
- Obtaining illustrations, projections, and valuations for clients
- Responding to client queries and providing accurate information
- Updating and maintaining information on the company's back-office system
- Preparing documents for suitability reports and client meetings
- Liaising with clients and providers to ensure seamless communication
The company values its employees and is committed to supporting their growth and development. With a strong focus on people, they are open to supporting your progression into various areas, such as paraplanning, advice, compliance, or management.
Requirements:
- Proven experience as an Administrator within Financial Services
- Ability to work efficiently and accurately in a fast-paced environment
- Excellent communication and interpersonal skills
What We Offer:
- A dynamic and supportive work environment
- Opportunities for growth and development
- A competitive salary and benefits package
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