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Financial Services Coordinator

1 month ago

Romford, Greater London, United Kingdom Rosemount IFAs Full time
Job Summary

Rosemount Independent Financial Advisers is seeking a highly organized and detail-oriented individual to provide administrative support to our Financial Advisers.

The successful candidate will be responsible for preparing paperwork for client meetings, business submissions, and the processing of new business for pension and investment plans.

Key Responsibilities
  • Preparing and processing client paperwork, including new business submissions and pension and investment plans.
  • Producing client portfolio reviews and new business illustrations.
  • Liaising with product providers and other third parties to obtain information on clients' existing arrangements.
  • Inputting and maintaining client information on XPLAN.
  • Performing routine administrative tasks, such as filing, photocopying, and collating information.
  • Providing excellent communication and customer service skills to internal and external stakeholders.
Requirements
  • Experience/knowledge of life, pension, and investment plans.
  • Excellent communication and customer service skills.
  • Good attention to detail and organizational skills.
  • Ability to work independently and as part of a team.
  • Ability to plan workloads and manage conflicting demands and deadlines.
  • Highly organized with a good attention to detail.
  • Previous experience working in a Financial Planning administrative role is essential, minimum 2 years.
  • Microsoft Office Skills.
  • Certificate in Financial Planning or equivalent.
What We Offer
  • Competitive salary of £30,000.00-£36,000.00 per year.
  • Performance bonus.
  • Company pension.
  • Life insurance.
  • On-site parking.
How to Apply

Please submit your application, including your CV and a cover letter, to Rosemount Independent Financial Advisers.