Financial Services Coordinator
3 weeks ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Ecclesiastical Insurance Group. As a Financial Services Administrator, you will play a crucial role in supporting our Financial Services team in delivering exceptional customer service and administrative support.
Key Responsibilities:
- To provide administrative support to the Financial Services team, including dealing with new business administration, preparing quotations, and obtaining application forms.
- To foster good relations with clients, answer telephone or other queries, and respond to written enquiries.
- To maintain accurate records and databases, ensuring compliance with FCA requirements.
- To work collaboratively with the team to achieve business objectives and provide excellent customer service.
Requirements:
- Knowledge of a wide range of financial services products and product providers.
- Experience with Intelliflo (IO) and provider platforms.
- Excellent customer service skills, both written and oral.
- Good organizational ability and attention to detail.
- Sound knowledge of FCA requirements within a financial services role.
What We Offer:
- A competitive salary and benefits package.
- Opportunities for career development and professional growth.
- A dynamic and supportive work environment.
- Hybrid working available upon successful completion of probation.
About Us:
Ecclesiastical Insurance Group is a unique and award-winning organization that provides a comprehensive range of insurance, risk management, and financial advice to a broad cross-section of commercial and private clients. We are proud to be part of the Benefact Group, which is owned by a registered charity, Benefact Trust. We are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected.
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