Financial Services Coordinator

4 days ago


West Bridgford, United Kingdom North Oak Recruitment Full time

We are an award-winning Nottinghamshire-based IFA seeking a skilled Financial Services Coordinator to join our team.

Job Overview

This is a full-time role, working Monday to Friday, with flexibility to work from home on Mondays and Fridays.

The ideal candidate will have a strong background in administration, specifically within the financial planning industry, with experience processing authority letters and gathering data about clients' investments, pensions, and life assurance policies.

Key Responsibilities:
  • Process authority letters and gather financial data for new clients and annual reviews
  • Prepare application forms and client documentation
  • Process financial transactions on various platforms
  • Prepare client reviews, including gathering financial data, updating goals information, and setting up meetings
  • Deal with post, emails, and correspondence relating to clients or their financial situation
Requirements:
  • Minimum 2 years of experience in administration within the financial planning industry
  • Familiarity with CRM and project management systems, as well as a range of investment platforms
  • Strong communication skills and ability to prioritise workload
Salary and Benefits

We offer a competitive salary of around £25,000, plus benefits, reflecting the company's commitment to attracting top talent.

About Us

Our company prides itself on providing excellent career opportunities for professionals looking to grow in the financial services sector. If you're passionate about delivering exceptional administrative support and contributing to a dynamic team, we encourage you to apply.



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