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Financial Services Coordinator

2 months ago

Ipswich, Suffolk, United Kingdom Service Service Employment Agency Limited Full time
{"title": "Financial Services Administrator", "description": "Job Summary

We are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited.

The successful candidate will be responsible for providing administrative support to our Independent Financial Advisers, ensuring the smooth operation of our financial services.

Key Responsibilities
  • Maintenance of client and portfolio records.
  • Preparation of client files for annual or half yearly reviews.
  • Process client new business and general client administration as required.
  • Communicate with clients on case progress.
  • Preparing necessary paperwork and application forms for client meetings.
  • Managing WIP and invoicing.
  • Communicate with product providers on case progress compliance issue and record keeping.
Requirements
  • Experience in a similar role.
  • Good understanding of Microsoft Office and other industry technical software packages.
  • Excellent organisational and planning skills.
  • Strong communication skills and analytical skills.
  • Good team player with a flexible approach.
Benefits
  • Up to £30,000.00 salary, negotiable dependent on experience and qualifications.
  • Life cover 4 x salary.
  • Flexible benefits scheme.
  • Wellness platform.
  • Shopping discounts platform.
  • Support to obtain professional qualifications.
  • Enhanced maternity and paternity leave.
  • Health Care Cash Plan.
  • Enhanced employer pension contributions.
  • Hybrid working arrangement.
", "lang_code": "en"}