Technical Financial Services Coordinator

4 days ago


Stockport, Stockport, United Kingdom Medlock Partners Full time

We are a dynamic Firm of Independent Financial Planners, looking for a skilled Technical Financial Services Coordinator to join our organisation.

This role involves understanding internal compliance procedures and 3rd party provider requirements, investigating and handling client/consultant queries, and processing financial transactions in a timely and accurate manner.

The successful candidate will need to understand the importance of delivering high-quality services to our Clients, while ensuring that all tasks are completed efficiently.

About the Role:

Responsibilities:
  • Understand internal compliance procedures and 3rd party provider requirements.
  • Investigate and handle client/consultant queries.
  • Process financial transactions, including transfers, top-ups, withdrawals, income, contributions, fund switches, and protection.

Requirements:

  • Industry-related experience.
  • Working towards or passionate about obtaining the Level 4 Diploma.

What We Offer:

  • Competitive salary of up to £31,000 per annum, depending on experience.
  • 26 days holiday, with the option to acquire additional leave and buy/sell holidays.
  • Fully equipped office with modern technology.
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