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Financial Services Coordinator

2 months ago

Cheltenham, Gloucestershire, United Kingdom Premier Jobs UK Limited Full time
{"title": "Financial Services Administrator Role", "content": "Job Summary

We are seeking a highly motivated and organized Financial Services Administrator to join our team in Cheltenham. As a key member of our administration team, you will provide essential support to our Financial Advisors, enabling them to deliver high-quality financial planning services to our clients.

Key Responsibilities
  • Process and chase new business opportunities
  • Obtain illustrations, projections, and valuations to support client needs
  • Respond to client queries and provide accurate information
  • Update and maintain our back-office system with precision
  • Prepare documents for suitability reports and client meetings
  • Liaise with clients and providers to ensure seamless communication
Requirements
  • Proven experience as an Administrator in financial services
  • Familiarity with financial planning processes, products, and advisor operations
  • Motivation to join a growing business and contribute to its success
Company Overview

Our company is a leading IFA firm with a strong reputation in the industry. We are committed to delivering exceptional service to our clients and are seeking like-minded individuals to join our team. As a Premier Jobs UK Limited company, we offer a dynamic and supportive work environment, with opportunities for career growth and development.

Benefits
  • Competitive salary range of £26,000 - £32,000 depending on experience
  • Comprehensive benefits package, including 4x DIS, PMI, Group Income Protection, and more
  • Office-based role with 37.5 hours per week
  • Excellent career progression opportunities
", "lang_code": "en-US"}