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Financial Services Coordinator

2 months ago

Chester, Cheshire, United Kingdom Oval Recruit Full time
Financial Services Administrator Opportunity

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administrative team, you will play a vital role in delivering exceptional support to our financial advisors and paraplanners.

Key Responsibilities:
  • Process new business administration across investments, pensions, mortgages, and life assurance products.
  • Manage client investment and pension transactions, including withdrawals, switches, and rebalances.
  • Act as a point of contact for client enquiries, assist with policy changes, and provide general guidance.
  • Produce meeting notes, preparation materials, and coordinate client meetings.
  • Work to deadlines and contribute to the smooth running of the office.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for training and development in paraplanning and professional qualifications.
  • A strong performance-linked pay review system.
  • Flexible working arrangements.
  • A comprehensive benefits package.

We are committed to investing in our employees' growth and development. If you are a motivated and detail-oriented individual looking for a challenging and rewarding role, please apply.