Financial Services Coordinator, St Albans

9 hours ago


St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

**Company Overview:**

Wealth advisory firm seeks diligent and organized Financial Services Administrator to support operations in delivering outstanding client service.

**Role Overview:**

The Financial Services Administrator will provide comprehensive administrative support to the financial advisors and ensure the smooth operation of the firm's services. This role is crucial in maintaining efficiency and accuracy of client documentation, managing communications, and supporting day-to-day activities of the advisory team.

**Key Responsibilities:**

Administrative Support: Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.

Client Documentation: Handle preparation, processing, and maintenance of client documentation, ensuring all records are accurate and up-to-date.

Communication Management: Serve as a point of contact for clients, managing inquiries and ensuring prompt and professional responses.

Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.

Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.

Coordination: Work closely with financial advisors and other team members to facilitate delivery of client services and ensure seamless operations.

Continuous Improvement: Identify opportunities for improving administrative processes and contribute to implementation of more efficient procedures.

**Qualifications:**

Experience: 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.

Education: A relevant degree or certification in administration, finance, or a related field is preferred.

Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.

Communication Skills: Excellent verbal and written communication skills, with ability to interact professionally with clients and team members.

Technology Proficiency: Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.

Proactive Approach: A proactive and resourceful attitude, with ability to anticipate needs and take initiative in completing tasks.

Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.

This role offers a competitive salary of approximately £25,000 - £35,000 per annum, depending on experience, and provides an opportunity to work with a leading wealth advisory firm. If you have strong administrative skills and a passion for supporting financial services, we invite you to apply.



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