Financial Services Coordinator
5 days ago
This is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.
The role involves a range of administrative tasks, including:
- Processing and chasing new business opportunities
- Obtaining illustrations, projections, and valuations
- Providing excellent customer service and answering client queries
- Updating and maintaining information on the company's back office system
- Preparing documents for suitability reports
- Liaising with clients and providers
- Preparing client meeting packs
The company values its employees and offers a range of benefits, including a competitive salary, company benefits, and excellent career progression opportunities.
Key Responsibilities:
- Administrative support to the Financial Advisors team
- Processing and chasing new business opportunities
- Providing excellent customer service
- Updating and maintaining information on the company's back office system
Requirements:
- Experience as an Administrator in a Financial Services environment
- Good knowledge of financial planning processes, products, and how a Financial Advisor operates
- Motivation to join a growing company and contribute to its success
Benefits:
- Competitive salary
- Company benefits
- Excellent career progression opportunities
Location: Arundel
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full time{"title": "Financial Services Administrator", "content": "Job SummaryWe are seeking a highly motivated and organized Financial Services Administrator to join our team. As a key member of our administration team, you will provide essential support to our Financial Advisors, ensuring the smooth delivery of our financial planning services.Key...
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Financial Services Coordinator
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full time{"title": "Financial Services Administrator", "content": "Job SummaryWe are seeking a highly motivated and organized Financial Services Administrator to join our team. As a key member of our administration team, you will provide essential support to our Financial Advisors, ensuring the smooth delivery of our financial planning services.Key...
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Financial Services Coordinator
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator Job DescriptionThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. As a Financial Services Administrator, you will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.Your key responsibilities...
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Financial Services Coordinator
6 hours ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator Job DescriptionThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. As a Financial Services Administrator, you will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.Your key responsibilities...
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Financial Services Coordinator
6 days ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.The role involves a range of administrative tasks,...
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Financial Services Coordinator
6 days ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.The role involves a range of administrative tasks,...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.The role involves a range of administrative tasks,...
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Financial Services Coordinator
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.The role involves a range of administrative tasks,...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator Job DescriptionThis is an exciting opportunity for an experienced Administrator to join a growing company in Arundel, providing financial planning administration support to a team of Financial Advisors.The successful candidate will be responsible for undertaking efficient administrative support, including processing and...
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Financial Services Coordinator
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.The role involves a range of administrative tasks,...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeFinancial Services Administrator RoleThis is an exciting opportunity for an experienced Administrator to join a growing Financial Services company in Arundel. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.The role involves a range of administrative tasks,...
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Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeJob SummaryThis Financial Services Administrator role is ideal for current Administrators within Financial Services keen to join a growing company with exciting plans ahead!You would be providing financial planning administration support to a team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play...
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Financial Services Coordinator
3 weeks ago
Arundel, West Sussex, United Kingdom Premier Jobs UK Limited Full timeJob SummaryThis Financial Services Administrator role is ideal for current Administrators within Financial Services keen to join a growing company with exciting plans ahead!You would be providing financial planning administration support to a team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play...
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