Financial Services Coordinator
5 days ago
Unlock Your Potential in Financial Services Administration
Join a Leading Financial Advisory Firm
At Succession Wealth, we're committed to delivering exceptional financial advice and outstanding service to our clients. We're seeking a highly organized and competent Financial Services Administrator to join our team.
The Role
You will work closely with our Wealth Planners to ensure the smooth delivery of our services to clients. Your primary responsibilities will include:
- Liaising with policy providers to obtain policy details and illustrations.
- Processing new business applications and tracking them to completion.
- Preparing documentation for client appointments and meetings, including annual planning meeting packs.
- Responding to client inquiries and liaising directly with clients.
- Sending prepared investment information and reports to clients.
- Ensuring accurate and timely data entry.
Requirements
- A strong background in financial services administration, preferably in client and advisor support.
- Experience with XPLAN is desirable but not essential.
- Excellent communication, literacy, and numeracy skills with a high degree of accuracy.
- Strong interpersonal and organizational skills.
- Proficiency in Microsoft Word and Excel.
What We Offer
- A competitive basic salary and annual pay reviews.
- A range of benefits, including 25 days annual leave, company pension scheme, agile working arrangements, and more.
- Opportunities for career progression and professional development.
Our Commitment to Wellbeing
- We prioritize the wellbeing of our colleagues, offering support through our Employee Assistance Programme, mental health first aiders, and more.
- We're committed to creating a positive and inclusive work environment.
Support for Your Career Goals
- We offer sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships and a range of free courses.
- Clear career pathways and opportunities for internal job progression.
Why Choose Succession Wealth?
We're a leading financial advisory firm with a reputation for delivering exceptional outcomes for our clients. We're committed to creating a positive and inclusive work environment, and we're passionate about supporting the growth and development of our colleagues.
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