Financial Services Coordinator
2 days ago
Nelson Scott is a leading financial services company that requires a skilled Financial Services Coordinator to join our team. This role involves providing high-level administrative support to our financial planning team.
The ideal candidate will have a Level 4 Diploma in Financial Planning (DipPFS) or higher, excellent organizational skills, and a strong attention to detail. We offer a competitive salary of £38,000 - £48,000 per annum, depending on experience.
As a Financial Services Coordinator, you will be responsible for preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date. You will also work closely with the Financial Planner to achieve the correct client outcome and attend client meetings to support the delivery of cashflow modelling, as needed.
Key Responsibilities:
- Prepare suitability reports for various advice types, financial products, and investment solutions.
- Conduct technical research as required.
- Ensure client records contain sufficient Know Your Client information and are kept accurate and up-to-date.
- Work closely with the Financial Planner to achieve the correct client outcome.
- Attend client meetings to support the delivery of cashflow modelling, as needed.
- Manage your workload effectively to meet personal targets.
- Communicate effectively with the Financial Planners to manage expected delivery dates.
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Financial Services Coordinator
2 days ago
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Financial Services Specialist
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Financial Services Specialist
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Housing Services Coordinator
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Financial Services Coordinator
1 week ago
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Financial Operations Coordinator
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Financial Services Coordinator
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