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Financial Services Coordinator

2 months ago


Warrington, Warrington, United Kingdom Page Personnel Finance Full time

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Page Personnel Finance.

About the Role

This is an exciting opportunity to work in a dynamic and growing wealth management business, supporting a large number of financial advisers. As a Financial Services Administrator, you will be responsible for:

  • Managing client documentation to ensure accuracy and compliance with regulatory requirements
  • Coordinating client meetings and arranging for financial advisers
  • Assisting in processing new business, including obtaining illustrations and valuations
  • Supporting administration for pension switches, transfers, and other duties requested by financial advisers
  • Communicating with clients to resolve any queries or concerns they may have

Requirements

To be successful in this role, you will need:

  • Some experience working in an administration role, preferably within the financial services industry
  • Strong attention to detail and organizational skills
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • A desire to learn and develop a career in financial services

What We Offer

As a Financial Services Administrator at Page Personnel Finance, you will have the opportunity to work in a supportive and dynamic team, with a competitive salary and benefits package, including:

  • Salary up to £25,000
  • 25 days holiday
  • Pension scheme
  • Healthcare benefits
  • Study support for relevant qualifications
  • Opportunities for career progression and professional development