Financial Services Coordinator
4 weeks ago
Our client is a reputable financial planning and wealth management practice seeking a skilled Financial Services Coordinator to join their team. The ideal candidate will have a minimum of 1 year of administrative experience and be proficient in Microsoft Office.
Key Responsibilities
- Prepare client valuations and review packs
- Process post-review related paperwork and prepare relevant correspondence
- Communicate with clients and providers, responding to queries via telephone, email, and post in a timely manner
- Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures
- Ensure all client records and data are maintained accurately
- Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications
- Send out letters of authority and correspondence to clients, professional introducers, and other third parties
- Prepare new client meeting packs
- Other general administration duties as assigned
Requirements
- A minimum of 1 year working in an administrative position (is desirable)
- Confident in the use of Microsoft Office
- Confident with numbers and working to a high degree of accuracy
- Ability to work unsupervised (following training)
Office hours are 9am-5pm, Monday to Friday. Hybrid working is available post-probation. 28 days holiday, this includes closure between Christmas and New Year. Death in service 4 x salary, Pension. Free Parking (outside office). Bonus scheme based on company performance, entitlement after probation period completed. Pension is 5% Employee + 5% Employer contribution.
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