Senior Financial Services Coordinator
5 days ago
We are seeking an experienced Senior Financial Services Coordinator to join our team at Time Appointments. In this role, you will be responsible for providing administrative support to our Financial Services team to ensure deadlines are met.
You will create and maintain records and databases with client, financial and other data, communicate with clients and insurance companies via telephone, email and post, and refer any client complaints to the Managing Director and Training and Compliance Officer immediately.
Additionally, you will manage renewal and ongoing maintenance of Group Risk Schemes and have proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a minimum of 12 months.
Key Responsibilities- Provide administrative support to the Financial Services team to ensure deadlines are met.
- Create and maintain records and databases with client, financial and other data.
- Communicate with clients and insurance companies via telephone, email and post.
- Manage renewal and ongoing maintenance of Group Risk Schemes.
- 25 days holiday + bank holidays.
- Pension contribution.
- Private medical insurance.
The estimated salary for this role is £30,000 - £35,000 per annum, depending on experience.
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