Financial Services Coordinator
22 hours ago
We are seeking a highly organized and detail-oriented individual to join our team as a Finance Administrator. The successful candidate will provide exceptional corporate client service, ensuring a high level of quality and accuracy in all aspects of their work.
Key Responsibilities- Ensure ongoing scheme administration, including Auto-Enrolment assessments, are maintained accurately and efficiently.
- Coordinate an efficient renewal process for Group Risk and Medical Insurance schemes.
- Verify pension contributions are calculated correctly as per Auto-Enrolment requirements, and files are fully FCA compliant.
- Negotiate best terms for clients with Group Risk providers, keeping Financial Planners informed of all communications.
- Stay up-to-date with Group Risk and Auto Enrolment product, technical, and legislative changes.
- Prepare and issue Recommendation Letters, obtaining relevant research, application forms, and supporting documentation.
- Ensure financial transactions are completed correctly and files are fully FCA compliant.
- Communicate with clients and providers, responding to queries via telephone, email, and post in a timely manner.
- Maintain accurate and efficient client records and data.
Certificate in Financial Services or working towards qualification (Desirable)
Grade A-C or 4-9 including English and Maths
Previous experience in Financial Services (Desirable)
Skills and Knowledge- Understanding of FCA rules, ethics, and financial regulations (Desirable)
- A working knowledge of investments, pensions, and protection plans, as well as other financial products and planning tools (Desirable)
- Strong IT skills, MS Office Word, and Excel
- Excellent organizational and communication skills
- Good numeracy skills with close attention to detail
- Able to demonstrate an adaptable/flexible approach to work within a changing environment
- Ability to work within a team environment
- Inter-personal skills, both written and verbal
- Experience of using Intelligent Office (IO)
10% pension contribution
- 4 x death in service
- Bupa cash plan, covers medical prescription costs etc.
- 21 days holiday + BH, increases incrementally following 2 years' service to a maximum of 27 days
- Support with professional qualifications
- Flexibility on working hours and some working from home, subject to a satisfactory probation period.
-
Financial Services Professional
2 hours ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeServicing Financial Advisor PositionJoin Our Team as a Servicing Financial AdvisorWe are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with...
-
Financial Services Coordinator
2 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As a key member of our corporate client service team, you will be responsible for providing exceptional service to our clients, ensuring the efficient administration of their financial services, and...
-
Financial Services Coordinator
2 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As a key member of our corporate client service team, you will be responsible for providing exceptional service to our clients, ensuring the efficient administration of their financial services, and...
-
Financial Services Professional
6 days ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeFinancial Advisor RoleWe are seeking a skilled and passionate individual to join our team as a Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with advisers to craft recommendations and conduct in-depth research and...
-
Financial Services Professional
6 days ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeFinancial Advisor RoleWe are seeking a skilled and passionate individual to join our team as a Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with advisers to craft recommendations and conduct in-depth research and...
-
Financial Services Coordinator
4 days ago
Norwich, Norfolk, United Kingdom Brevere Group Full timeFinancial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers and wider team in delivering exceptional client service.The successful candidate will have a...
-
Financial Services Coordinator
4 days ago
Norwich, Norfolk, United Kingdom Brevere Group Full timeFinancial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers and wider team in delivering exceptional client service.The successful candidate will have a...
-
Financial Services Coordinator
2 hours ago
Norwich, Norfolk, United Kingdom Brevere Group Full timeFinancial Services AdministratorJoin our team at Brevere Group as a Financial Services Administrator and contribute to the success of our dynamic and supportive environment.We are seeking a professional and proactive Financial Services Administrator to provide holistic support to our Financial Advisers and wider team. The successful candidate will have...
-
Financial Services Coordinator
22 hours ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time{"h1": "Trainee Administrator Role", "p": "At Service Service Employment Agency Limited, we are seeking a highly motivated and organized individual to join our team as a Trainee Administrator. This exciting opportunity will provide you with the chance to learn and develop your skills in a busy financial services practice. As a Trainee Administrator, you...
-
Financial Services Coordinator
20 hours ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time{"h1": "Trainee Administrator Role", "p": "At Service Service Employment Agency Limited, we are seeking a highly motivated and organized individual to join our team as a Trainee Administrator. This exciting opportunity will provide you with the chance to learn and develop your skills in a busy financial services practice. As a Trainee Administrator, you...
-
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Personal Assistant and Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As a key member of our administrative team, you will provide exceptional support to our Financial Planners and Directors, ensuring the smooth operation of our financial...
-
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Personal Assistant and Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As a key member of our administrative team, you will provide exceptional support to our Financial Planners and Directors, ensuring the smooth operation of our financial...
-
Financial Services Coordinator
4 days ago
Norwich, Norfolk, United Kingdom Cooper Lomaz Full timeFinancial Administrator VacancyWe are seeking an experienced Financial Administrator to join our team at Cooper Lomaz. As a Financial Administrator, you will play a crucial role in supporting our IFA business, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare valuations and process Letters of AuthorityLiaise with insurance...
-
Financial Services Coordinator
5 days ago
Norwich, Norfolk, United Kingdom Cooper Lomaz Full timeFinancial Administrator VacancyWe are seeking an experienced Financial Administrator to join our team at Cooper Lomaz. As a Financial Administrator, you will play a crucial role in supporting our IFA business, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare valuations and process Letters of AuthorityLiaise with insurance...
-
Financial Operations Coordinator
3 weeks ago
Norwich, Norfolk, United Kingdom Keeler Recruitment Full timeFinancial Operations Coordinator Dynamic and Growing Company Hybrid Working Arrangement c£30k + Study Support Keeler Recruitment is seeking a skilled and enthusiastic Financial Operations Coordinator to join a dynamic and rapidly growing company based in the UK. This role is a fantastic opportunity for an ambitious accounting professional eager to advance...
-
Financial Operations Coordinator
2 weeks ago
Norwich, Norfolk, United Kingdom Keeler Recruitment Full timeFinancial Operations Coordinator Dynamic and Growing Company Hybrid Working Arrangement c£30k + Study Support Keeler Recruitment is seeking a skilled and enthusiastic Financial Operations Coordinator to join a dynamic and rapidly growing company based in the UK. This role is a fantastic opportunity for an ambitious accounting professional eager to advance...
-
Financial Services Coordinator
2 weeks ago
Norwich, Norfolk, United Kingdom RecruitUK Ltd Full timeRecruit UK Ltd is seeking a skilled Client Administrator to join their team in Norwich. The successful candidate will be working with a well-established Independent Financial Advice firm, supporting the practice managers and liaising with clients. Key responsibilities include general administration, preparing meeting packs, and providing exceptional customer...
-
Financial Services Coordinator
2 weeks ago
Norwich, Norfolk, United Kingdom RecruitUK Ltd Full timeRecruit UK Ltd is seeking a skilled Client Administrator to join their team in Norwich. The successful candidate will be working with a well-established Independent Financial Advice firm, supporting the practice managers and liaising with clients. Key responsibilities include general administration, preparing meeting packs, and providing exceptional customer...
-
Financial Services Coordinator
1 week ago
Norwich, Norfolk, United Kingdom RecruitUK Ltd Full timeRecruit UK is working on an exciting opportunity for a Client Administrator to join a well-established Independent Financial Advice firm in Norwich. The company deals with high net worth private individuals and corporate clients. This is a great opportunity to start a career in Financial Services or Wealth & Asset Management, or to make a change within the...
-
Financial Services Coordinator
1 week ago
Norwich, Norfolk, United Kingdom RecruitUK Ltd Full timeRecruit UK is working on an exciting opportunity for a Client Administrator to join a well-established Independent Financial Advice firm in Norwich. The company deals with high net worth private individuals and corporate clients. This is a great opportunity to start a career in Financial Services or Wealth & Asset Management, or to make a change within the...