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Experienced Financial Services Coordinator

2 months ago

Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Summary

We are seeking an experienced Financial Administrator to join our client's expanding team in a dynamic wealth management firm. As a key member of the team, you will be responsible for providing administrative support to ensure the smooth operation of the business.

Key Responsibilities
  • Manage client information on Salesforce, ensuring accuracy and up-to-date records.
  • Prepare meeting packs and sign-up forms for clients, maintaining a professional and organized approach.
  • Contribute to the preparation of annual review packs for advisors, working closely with the team to ensure timely completion.
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a prompt and professional manner.
  • Liaise with clients, third-party providers, and advisors to facilitate communication and ensure seamless service delivery.
  • Review and verify pension or investment information received from clients and providers, ensuring compliance with regulatory requirements.
  • Prepare basic suitability letter reports and cash flow forecasting reports for client meetings, working closely with the paraplanning team.
  • Support the advisers in preparing for client meetings, ensuring all necessary documentation is available and recorded accurately.
Requirements
  • Previous experience in administration, preferably within a financial services firm.
  • Previous experience with St James's Place would be highly advantageous.
  • Excellent attention to detail and proof-reading skills.
  • Intermediate level Microsoft Suite skills, including Outlook, Office, Word, and Excel.
  • Confident communication skills, with the ability to interact with clients and third-party providers.
  • Strong organizational and time management skills, with the ability to manage workload independently.
  • A driven individual with a focus on client service and a high-performance culture.