Financial Services Coordinator

17 hours ago


Farnborough, Hampshire, United Kingdom Origen Financial Services Limited. Full time

We are seeking a highly skilled Financial Services Coordinator to join our team at Origen Financial Services Limited. In this role, you will be responsible for providing exceptional customer service to our clients, managing inbound and outbound calls, booking appointments, and responding to customer queries.

Main Responsibilities:

  • Coordinating client communications to ensure seamless service delivery.
  • Managing client data and maintaining accurate records.
  • Providing expert advice on pension schemes and financial products.
  • Types of enquiries include:
    • Client inquiries regarding pension scheme benefits.
    • Pension scheme member queries related to investments.

Candidate Requirements:

  • Exceptional communication and problem-solving skills to address complex client queries.
  • A high level of technical knowledge of pension schemes and financial products.
  • Able to work accurately and efficiently in a fast-paced environment.
  • Resilient and diplomatic in the face of challenging client situations.
  • Familiarity with IT systems and software used in financial services environments.

Estimated salary: £32,000 - £42,000 per annum, depending on experience and qualifications.


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