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Financial Services Coordinator

2 months ago

Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full time
Financial Services Administrator Role

This is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.

The role involves a range of administrative tasks, including:

  • Processing and chasing new business opportunities
  • Obtaining illustrations, projections, and valuations
  • Providing excellent customer service and answering client queries
  • Updating and maintaining information on the company's back office system
  • Preparing documents for suitability reports
  • Liaising with clients and providers
  • Preparing client meeting packs

The company values its employees and offers excellent career progression opportunities. The successful candidate will have the opportunity to develop their skills and knowledge in a supportive and dynamic environment.

Requirements

  • Experience as an Administrator in a Financial Services environment
  • Good knowledge of financial planning processes, products, and how a Financial Advisor operates
  • Motivation to join a growing business and contribute to its success

Benefits

  • Salary of £26,000 - £32,000 depending on experience
  • Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus, and 28 days holiday + bank holidays
  • Office-based role with 37.5 hours per week