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Financial Services Coordinator

2 months ago

Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full time
Financial Administrator Role

Uniting People is seeking a highly organized and detail-oriented Financial Administrator to join our team. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services to our clients.

Key Responsibilities:
  • Provide administrative support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS.
  • Liaise with providers to obtain quotes, cost comparisons, and prepare paperwork for client meetings.
  • Utilize various platforms to research, collate data, and perform scenario planning.
  • Answer phone calls, take messages, and deal with client queries and appointments.
  • Gather fund fact sheets, perform income schedules, and prepare bespoke valuations.
  • Stay up-to-date with industry regulations and compliance requirements.
Requirements:
  • Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management, or Financial Management.
  • Excellent communication skills.
  • Strong numeric and analytical skills.
  • Strong team player.
  • Ability to work well under pressure to meet deadlines.
  • Strong work ethic.
  • Tech-savvy.
Benefits:
  • Company pension.
  • 28 days holiday including bank holidays.
  • Birthday off.
  • Free parking.
  • Company events.
  • Healthcare after probation.
  • Training and qualification opportunities.