Financial Services Coordinator

3 days ago


Hampshire, United Kingdom Appointed ltd Full time
Financial Services Administrator

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Appointed Ltd. This is a hybrid role that requires a strong ability to work independently and as part of a team.

Key Responsibilities:
  • Book meetings and ensure timely completion of tasks within Consumer Duty timescales.
  • Obtain necessary discretions when meetings cannot be booked.
  • Arrange meeting rooms as required.
  • Ensure accurate upload of review letters and completion of related tasks.
  • Generate reports and analyze data.
  • Coordinate DD reviews and create advice records.
  • Prepare and send packs to advisers prior to meetings.
Requirements:
  • At least 1 year of experience in a similar role within the financial services industry.
  • Strong communication and teamwork skills.
  • Ability to commit to long-term growth and development.
What We Offer:
  • A competitive salary of circa £28,000 with an annual bonus of 10% (paid quarterly).
  • 25 days of holiday plus birthday leave.
  • Pension contributions of 3% ER and 5% EE.
  • Ongoing support and opportunities for progression.


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