Financial Services Coordinator
2 days ago
At Service Service Employment Agency Limited, we are seeking a highly skilled Financial Services Coordinator to join our team. This is an exciting opportunity for an experienced professional to take on a key role in supporting the delivery of high-quality financial services to our clients.
About the Role- This position will involve assisting with the preparation of meeting packs for client meetings, including new business and annual reviews.
- You will analyze existing products, including investments, pensions, protection, mortgages, and equity release, to ensure accurate and up-to-date information.
- The successful candidate will schedule and manage follow-up tasks related to client meetings and business submissions using Intelligent Office to monitor and accurately record tasks.
- Ensuring all client information, including meeting notes, is accurately maintained on Intelligent Office and other systems where appropriate.
- We are looking for someone with 3+ years' experience in an IFA administration role, preferably with a sound technical knowledge covering pensions, investments, and protection.
- Mortgage and equity release knowledge is desirable, as is a sufficient understanding of the needs of Financial Services teams, FCA rules, and compliance.
- A competitive salary ranging from £21,000 to £27,500 per annum, depending on experience and qualifications.
- A generous holiday package, including 25 days off plus bank holidays.
- An annual vote on whether to close the office between Christmas and New Year.
- An annual discretionary bonus, paid for the last 10 years.
- Free parking at the office.
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Financial Services Coordinator
2 weeks ago
King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Title: Financial Services CoordinatorAbout the Role:We are seeking an experienced Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As a Financial Services Coordinator, you will be responsible for providing administrative support to our Independent Financial Advice firm.Key Responsibilities:Assist in the...
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Financial Services Coordinator
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King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeWe are seeking a highly skilled Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As an IFA administration specialist, you will be responsible for assisting with the preparation of meeting packs for client meetings, analysing existing products, and scheduling follow-up tasks.The ideal candidate will have at least 3...
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