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Financial Services Coordinator

2 months ago

Hampshire, United Kingdom Appointed ltd Full time
Financial Services Administrator Role

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Appointed ltd. This is a hybrid role that requires a strong ability to work independently and as part of a team.

Key Responsibilities:
  • Manage meetings and ensure timely completion of tasks within Consumer Duty timescales.
  • Coordinate with clients to ensure correct procedures are followed.
  • Prepare and send relevant documentation, including withdrawal forms and supporting materials.
  • Update Salesforce records and ensure accurate financial information is maintained.
  • Chase missing information and resolve any discrepancies.
Requirements:
  • At least 1 year of experience in a similar role within the financial services industry.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Salesforce and other relevant software.
What We Offer:
  • A competitive salary of circa £28,000 basic, with an annual bonus of 10% (paid quarterly).
  • 25 days of holiday plus your birthday, plus pension contributions.
  • Ongoing support and progression opportunities.