Financial Services Coordinator

3 weeks ago

Birmingham, Birmingham, United Kingdom Irwin Mitchell Full time
Job Title: Financial Services Coordinator

As a Financial Services Coordinator, you will play a vital role in supporting our Financial Planning team in delivering exceptional client service administration. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our business.

Key Responsibilities:
  • Coordinate and schedule financial planner activities, including client meetings and appointments.
  • Support the preparation and submission of new business proposals, ensuring compliance with regulatory requirements.
  • Act as the primary point of contact for internal and external clients, responding to queries and resolving issues.
  • Manage the operational and administrative servicing of existing clients, including the preparation of client review reports and recommendation reports.
  • Liaise with third-party providers to request policy information, fund switches, and transfer stock and/or cash.
  • Contribute to the development of the department, participating in improvement projects and procedural updates.
Requirements:
  • Experience in financial services administration, preferably in the wealth management or investment sector.
  • Strong compliance and regulatory knowledge.
  • Excellent problem-solving skills and attention to detail.
  • Confident communication skills and ability to work effectively in a team and autonomously.
  • Proficient in Microsoft Word and Excel, with excellent written skills.
  • Competent IT skills and experience using client management/financial planning tools.
  • Familiarity with dealing with third-party providers and understanding of provider platforms and online services.
What We Offer:
  • 25 days' holiday as standard, plus bank holidays, with the option to 'buy' up to 35 hours of extra holiday.
  • Generous and flexible pension schemes.
  • Volunteering days - two days of volunteering every year for a cause of your choice (fully paid).
  • Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We are committed to creating a diverse and inclusive workplace where our colleagues can flourish. Our responsible business programmes are fundamental to who we are, and we're dedicated to tackling climate change and making a positive impact on our community.

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