Senior Financial Services Coordinator
5 days ago
We are a leading recruitment agency for the financial services sector, and we are currently seeking a highly skilled Senior Financial Services Coordinator to join our team.
A little bit about us:
We are proud to be representing a reputable firm who are going through a period of growth. As part of our team, you'll be instrumental in delivering outstanding client service, supporting our Chartered Financial Planners, and helping us maintain our reputation for excellence as we continue to expand.
About the role:
As a Senior Financial Services Coordinator, you will be a member within your own small team, that supports a small number of Chartered Financial Planners. Our clients include high-net-worth individuals, families, corporate entities, and trusts. You will be responsible for arranging annual reviews with clients, including sending confirmations and booking meeting rooms. You will also schedule meetings with prospective clients, manage letters of authority, gather policy information, and prepare summaries. Additionally, you will create performance presentations and ensure that the adviser is informed of compliance requirements, planning needs, and relevant details such as company year-ends and upcoming life events. This includes tracking ISA allowances, pension contributions, drawdown details, and remaining tax-free cash. You will also compile illustrations and supporting materials for suitability reports and send them to clients. Furthermore, you will maintain up-to-date records in the back-office system and complete workflows accurately and on time. You will also provide clients with required information for tax returns on an annual basis, and handle ad hoc calls and requests between annual reviews.
What we're looking for:
A minimum of 3 years of experience in a similar role with a solid understanding of financial products and regulations. Familiarity with iO software or similar systems is ideal. Strong keyboard skills and an excellent telephone manner are essential. The salary for this role is around £30,000-£35,000 + Bonus, plus Hybrid working.
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