Financial Services Coordinator

2 months ago


Broad Street, United Kingdom TC Personnel Ltd Full time
About the Role

We are seeking an experienced Financial Services Coordinator to join our team at TC Personnel Ltd. As a key member of our team, you will provide technical research services to our clients, ensuring the preparation of client advice is of the highest quality and delivered efficiently.

Key Responsibilities
  • Accurately prepare suitability reports and letters to meet deadlines.
  • Ensure all client work is compliant and supported with relevant paperwork.
  • Undertake comparative research in preparation of client recommendations.
  • Complete technical research as part of the existing arrangement review process.
  • Understand clients' overall financial position from IFA fact finds.
  • Discuss client objectives with the team, identifying and obtaining necessary client information to prepare the necessary suitability checks.
  • Ensure all client queries are appropriately investigated and accurate responses given.
  • Conduct annual reviews in line with SLA's.
Requirements
  • Strong understanding of financial products and services.
  • Ability to assess suitability in line with client's goals.
  • Strong analytical skills, specifically analysing financial records and providing detailed technical commentary.
  • Strong organisation skills with the ability to manage multiple caseloads at any one time.
What We Offer

A competitive salary of up to £28,000 per annum, depending on experience, and the opportunity to work with a reputable company like TC Personnel Ltd.



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