Financial Services Coordinator

16 hours ago


Halifax, Calderdale, United Kingdom Medlock Partners Full time

The role of Financial Services Coordinator at Medlock Partners offers a unique opportunity to work in a dynamic environment, providing administrative support to a team of Paraplanners and Financial Planners.

Key Responsibilities:
  • Process transactions, such as transfers, top-ups, withdrawals, income, contributions, fund switches, bed & ISA, and protection, with accuracy and efficiency.
  • Manage individual workload using personal diaries on the Client Management system.
  • Investigate and respond to client and consultant queries in a timely manner.
  • Oversee post related to new business cases and maintain client records on the back-office system.
  • Cover receptionist duties, including answering phone calls, greeting clients, and dealing with third-party suppliers.

Estimated salary for this role is around £28,000 per annum, based on industry standards and location.

Requirements:

To be considered, candidates should have relevant industry experience and ideally be working towards or possess a Level 4 Diploma in Financial Services.



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