Financial Services Coordinator
3 weeks ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Newcastle. As a key member of our team, you will be responsible for providing administrative support to our financial services operations.
Key Responsibilities- Manage new business administration, including computer input, acknowledgments, and chasing outstanding information.
- Prepare quotations and obtain application forms as required.
- Foster strong relationships with clients through excellent communication and customer service skills.
- Respond to client inquiries via phone, email, or written correspondence.
- Knowledge of financial services products and product providers.
- Experience with provider platforms and websites.
- Excellent organizational and time management skills.
- Strong communication and customer service skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Hybrid working arrangement available upon successful completion of probation.
- Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme.
- Annual bonus scheme (discretionary based on individual and company performance).
- Life assurance cover up to 4 x salary.
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively).
- Career development opportunities with funded support and financial incentives for all professional qualifications.
We are a unique chartered insurance broking and financial services organization, proud to be part of the Benefact Group. We strive to be a trusted adviser to our clients and are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected.
We welcome applications from everyone and are committed to creating a diverse and inclusive workplace. If you need any additional support during the recruitment process, please let us know.
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