Financial Services Coordinator

4 weeks ago


Farnham, Surrey, United Kingdom Profiles Personnel Full time

Administrative Support Specialist

Profiles Personnel is seeking an experienced Administrative Support Specialist to join their Financial Planning and Investment firm. This is an excellent opportunity for a detail-oriented individual to work in a supportive and collaborative team environment.

The ideal candidate will have a background in Financial Services or Paraplanning, with a strong understanding of administrative procedures and a desire to progress their career into a Paraplanning position.

Key Responsibilities:

  • Input client details onto an in-house system
  • New business administration
  • Liaise with clients for new business information, Terms of Business, tax returns
  • File checking for completeness
  • Liaise with product providers (e.g., for valuations, trusts, product terms)
  • Help advisers with meeting preparation, new client packs, agendas etc.
  • Supporting the Investment Proposition as necessary
  • Involvement in wider company projects as appropriate

Requirements:

  • A background in Financial Services/Paraplanning preferred or a desire to enter the IFA industry
  • Ensure all client files are compliant on an ongoing basis
  • Respond to client contact and requests quickly and correctly
  • Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
  • Strong organisational and time management skills
  • Excellent attention to detail and accuracy
  • A supportive and collaborative approach

This is an excellent opportunity for a detail-oriented individual to work in a supportive and collaborative team environment.



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