Financial Services Coordinator
5 days ago
Estimated Salary: £45,000 - £55,000 per annum
Job Responsibilities:We are looking for a skilled Financial Services Coordinator to join our team in Cambridge. As a key member of our wealth management team, you will be responsible for client servicing, new client onboarding, and maintaining stakeholder relationships.
- Client Servicing:
- Conduct annual review meetings with clients to discuss their financial goals and progress.
- Initiate reviews using our CRM system and send reminders to clients.
- Prepare LOAs for clients' signatures and request necessary information.
- Arrange meetings with clients and prepare meeting files to facilitate smooth discussions.
- Review reports and prepare recommendations for paraplanners.
- Maintain our platform and CRM systems for efficient operations.
- New Clients:
- Onboard new clients by scheduling initial meetings and sending follow-up summaries.
- Issue and send LOAs with tracking to ensure timely completion.
- Keep clients updated on progress and prepare recommendations for paraplanners.
- Communications:
- Send quarterly updates and ad-hoc communications to clients.
- Mortgages:
- Send monthly mortgage reviews to monitor client progress.
- New Business:
- Assist with sourcing new business opportunities if requested.
- Collect payment details from clients for fees.
- Upload new business to our CRM system.
- Generate invoices and track payments.
- Support submissions and prepare suitability reports.
- Respond to introductory emails from solicitors and estate agents.
- Gather regular updates from lenders and inform clients on application status.
- Monitor rate changes and communicate with clients.
- Contact solicitors for updates on remortgages and update the CRM system.
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