Maternity Cover Coordinator

5 days ago


Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

We are looking for an experienced Financial Planning Administrator to work on a 9-month maternity cover basis. Key duties will include:

Main Responsibilities
  • Deal with various queries from company, client and third-party sources, providing top-notch support.
  • Ensure that records are accurately maintained within the back-office system for optimal data management.
  • Process new investments and policies for clients, adhering to relevant regulations.
  • Manage online fund switches and portfolio content to maximize investment returns.
  • Use the client management system to handle new and existing business, building strong relationships with clients.
  • Prepare detailed review and valuation documentation, as well as address changes to client portfolios, to deliver exceptional customer experiences.

Compensation Package: £35,000 - £40,000 per annum



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