Financial Services Coordinator
5 days ago
We are seeking an ambitious Financial Services Coordinator to join our dynamic regional office in Sheffield.
About the Role:- Prepare correspondence including letters and emails, ensuring timely delivery to clients.
- Scanning and attaching relevant documentation to client records, maintaining accurate and up-to-date information.
- Process letters of authority and follow up with providers to ensure prompt resolution.
- Maintain administration systems, guaranteeing seamless client interactions.
- Develop strong relationships with clients through direct communication and arrange meetings for advisers as needed.
- Prepare client files for adviser meetings, catering to both new and existing clients.
- Oversee the processing and monitoring of new business initiatives, providing regular progress updates to clients and advisers.
- Manage pipeline activity, tracking progress and reporting back to stakeholders.
- Liaise with clients and third-party vendors to resolve cases efficiently.
- Issue policy documents and provide general support using IO software.
- Collaborate with other staff members to address queries and enhance overall performance.
- 25 days' holiday plus bank holidays
- A day off on your birthday
- Annual salary review
- Staff awards and recognition programs
- Study support for professional industry exams
- In-house academy and professional development opportunities
- Potential career progression to Trainee Paraplanner, Paraplanner, or Adviser roles
- Holiday purchase scheme
- Life assurance and pension plans
- Corporate eyecare coverage
This competitive position offers a salary of £28,000 - £38,000 per annum, reflective of the company's commitment to fair compensation.
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