Financial Services Coordinator

22 hours ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Job Summary

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
  1. Ensure ongoing scheme administration, including Auto-Enrolment assessments, are maintained accurately and efficiently.
  2. Coordinate an efficient renewal process for Group Risk and Medical Insurance schemes.
  3. Verify pension contributions are calculated correctly as per Auto-Enrolment requirements, and files are fully FCA compliant.
  4. Negotiate best terms for clients with Group Risk providers, keeping Financial Planners informed of all communications.
  5. Stay up-to-date with Group Risk and Auto Enrolment product, technical, and legislative changes.
  6. Prepare and issue Recommendation Letters, obtaining relevant research, application forms, and supporting documentation.
  7. Ensure financial transactions are completed correctly and files are fully FCA compliant.
  8. Communicate with clients and providers, responding to queries via telephone, email, and post in a timely manner.
  9. Maintain accurate and efficient client records and data.
Requirements

Certificate in Financial Services or working towards qualification (Desirable)
Grade A-C or 4-9 including English and Maths

Experience

Previous experience in Financial Services (Desirable)

Skills and Knowledge
  1. Understanding of FCA rules, ethics, and financial regulations (Desirable)
  2. A working knowledge of investments, pensions, and protection plans, as well as other financial products and planning tools (Desirable)
  3. Strong IT skills, MS Office Word, and Excel
  4. Excellent organizational and communication skills
  5. Good numeracy skills with close attention to detail
  6. Able to demonstrate an adaptable/flexible approach to work within a changing environment
  7. Ability to work within a team environment
  8. Inter-personal skills, both written and verbal
  9. Experience of using Intelligent Office (IO)
Benefits

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.



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