Financial Services Coordinator
5 days ago
Are you passionate about delivering exceptional client experiences and contributing to the growth of a leading integrated wealth management and professional services group? As a Financial Services Coordinator at Evelyn Partners Fund Solutions Limited, you will play a vital role in providing proactive support to our Account Services team, ensuring seamless communication with external financial advisers and internal stakeholders. This exciting opportunity involves working closely with our team to field enquiries, update systems, and provide web portal assistance.
Key Responsibilities:- Provide top-notch telephone-based service to external adviser firms dealing with information requests and processing letters of authority.
- Maintain core systems (Xplan) ensuring all tasks are completed in line with policy and procedures.
- Liaise with operation teams and process Account Management tasks in relation to the Managed Portfolio Service (payments, ISA Subscriptions, Change of Strategy).
- Deal with all My Evelyn Service requests and queries in a timely, compliant manner meeting agreed performance standards.
- Complete project-related activities or general tasks as instructed by the Business Development Team lead.
- Excellent standard of education with a desire to further development and undertake relevant examination.
- Operational experience within the financial services industry.
- Proficient IT skills in core Microsoft Office systems.
- Professional telephone manner.
We offer a competitive salary of £35,000 - £40,000 per annum, plus benefits including private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and shared parental leave.
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Financial Services Coordinator
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