Financial Services Coordinator
Posted on Sep 18, 2024 by CV-Library
Sheffield, South Yorkshire, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
We're currently looking to recruit a skilled and highly organised administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team. You would be joining the financial planning arm of one of the most respected law firms in the UK, recently ranked in the Best Workplaces for Wellbeing for Large Organisations 2023.
---
The Role
As part of a team of skilled administrators on the Support Team you would provide comprehensive administrative support thereby assisting in the delivery of a quality service to clients. Responsibilities will include…
- Scheduling and client meeting co-ordination and recording such activities
- Supporting compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly
- Acting as primary interface for queries from both internal and external clients together with third party providers
- Ongoing operational and administrative servicing of existing clients specifically preparation of client review reports, issuing recommendation reports and processing withdrawal requests
- Liaising with third parties regarding letters of authority; requesting policy information, fund switches and instructing transfers of stock and/or cash
---
The Candidate
The Financial Services Coordinator role will suit a reliable and self-motived individual looking for an opportunity to play a role within a fast-paced corporate environment, helping clients receive an exceptional service. You will have administration experience, preferably from within the wealth management or investment sector and ideally in a compliance or regulatory capacity.
- Strong problem-solver, able to deal with high volumes of work and show attention to detail when instructing high value transactions
- Confident communication skills and work effectively in both a team and autonomously.
- Experience using client management / financial planning tools
- Familiarity of dealing with third parties to commence transfer proceedings, instructing fund switches and/or change servicing rights would be an advantage
---
The Package
- A huge number of well-being initiatives to encourage positive mental health both in and out of the workplace
- Flexible working options to make sure that you're fully supported to work the way that best suits you
- Westfield health membership, offering discounted leisure and travel and refunds on medical services
----
The Company
A dynamic financial planning and wealth management business, part of one of the largest law firms in the UK, operating out of 14 UK offices with over 2,500 members of staff. They are proud of their values and offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace.
----
Interested? If you think you're right for this Financial Service Coordinator role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews. Coburg Banks Limited is acting as an Employment Agency in relation to this vacancy
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team. You would be joining the financial planning arm of one of the most respected law firms in the UK, recently ranked in the Best Workplaces for Wellbeing for Large Organisations 2023.
---
The Role
As part of a team of skilled administrators on the Support Team you would provide comprehensive administrative support thereby assisting in the delivery of a quality service to clients. Responsibilities will include…
- Scheduling and client meeting co-ordination and recording such activities
- Supporting compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly
- Acting as primary interface for queries from both internal and external clients together with third party providers
- Ongoing operational and administrative servicing of existing clients specifically preparation of client review reports, issuing recommendation reports and processing withdrawal requests
- Liaising with third parties regarding letters of authority; requesting policy information, fund switches and instructing transfers of stock and/or cash
---
The Candidate
The Financial Services Coordinator role will suit a reliable and self-motived individual looking for an opportunity to play a role within a fast-paced corporate environment, helping clients receive an exceptional service. You will have administration experience, preferably from within the wealth management or investment sector and ideally in a compliance or regulatory capacity.
- Strong problem-solver, able to deal with high volumes of work and show attention to detail when instructing high value transactions
- Confident communication skills and work effectively in both a team and autonomously.
- Experience using client management / financial planning tools
- Familiarity of dealing with third parties to commence transfer proceedings, instructing fund switches and/or change servicing rights would be an advantage
---
The Package
- A huge number of well-being initiatives to encourage positive mental health both in and out of the workplace
- Flexible working options to make sure that you're fully supported to work the way that best suits you
- Westfield health membership, offering discounted leisure and travel and refunds on medical services
----
The Company
A dynamic financial planning and wealth management business, part of one of the largest law firms in the UK, operating out of 14 UK offices with over 2,500 members of staff. They are proud of their values and offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace.
----
Interested? If you think you're right for this Financial Service Coordinator role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews. Coburg Banks Limited is acting as an Employment Agency in relation to this vacancy
Reference: 222347095
https://jobs.careeraddict.com/post/95419933
Financial Services Coordinator
Posted on Sep 18, 2024 by CV-Library
Sheffield, South Yorkshire, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
We're currently looking to recruit a skilled and highly organised administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team. You would be joining the financial planning arm of one of the most respected law firms in the UK, recently ranked in the Best Workplaces for Wellbeing for Large Organisations 2023.
---
The Role
As part of a team of skilled administrators on the Support Team you would provide comprehensive administrative support thereby assisting in the delivery of a quality service to clients. Responsibilities will include…
- Scheduling and client meeting co-ordination and recording such activities
- Supporting compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly
- Acting as primary interface for queries from both internal and external clients together with third party providers
- Ongoing operational and administrative servicing of existing clients specifically preparation of client review reports, issuing recommendation reports and processing withdrawal requests
- Liaising with third parties regarding letters of authority; requesting policy information, fund switches and instructing transfers of stock and/or cash
---
The Candidate
The Financial Services Coordinator role will suit a reliable and self-motived individual looking for an opportunity to play a role within a fast-paced corporate environment, helping clients receive an exceptional service. You will have administration experience, preferably from within the wealth management or investment sector and ideally in a compliance or regulatory capacity.
- Strong problem-solver, able to deal with high volumes of work and show attention to detail when instructing high value transactions
- Confident communication skills and work effectively in both a team and autonomously.
- Experience using client management / financial planning tools
- Familiarity of dealing with third parties to commence transfer proceedings, instructing fund switches and/or change servicing rights would be an advantage
---
The Package
- A huge number of well-being initiatives to encourage positive mental health both in and out of the workplace
- Flexible working options to make sure that you're fully supported to work the way that best suits you
- Westfield health membership, offering discounted leisure and travel and refunds on medical services
----
The Company
A dynamic financial planning and wealth management business, part of one of the largest law firms in the UK, operating out of 14 UK offices with over 2,500 members of staff. They are proud of their values and offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace.
----
Interested? If you think you're right for this Financial Service Coordinator role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews. Coburg Banks Limited is acting as an Employment Agency in relation to this vacancy
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team. You would be joining the financial planning arm of one of the most respected law firms in the UK, recently ranked in the Best Workplaces for Wellbeing for Large Organisations 2023.
---
The Role
As part of a team of skilled administrators on the Support Team you would provide comprehensive administrative support thereby assisting in the delivery of a quality service to clients. Responsibilities will include…
- Scheduling and client meeting co-ordination and recording such activities
- Supporting compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly
- Acting as primary interface for queries from both internal and external clients together with third party providers
- Ongoing operational and administrative servicing of existing clients specifically preparation of client review reports, issuing recommendation reports and processing withdrawal requests
- Liaising with third parties regarding letters of authority; requesting policy information, fund switches and instructing transfers of stock and/or cash
---
The Candidate
The Financial Services Coordinator role will suit a reliable and self-motived individual looking for an opportunity to play a role within a fast-paced corporate environment, helping clients receive an exceptional service. You will have administration experience, preferably from within the wealth management or investment sector and ideally in a compliance or regulatory capacity.
- Strong problem-solver, able to deal with high volumes of work and show attention to detail when instructing high value transactions
- Confident communication skills and work effectively in both a team and autonomously.
- Experience using client management / financial planning tools
- Familiarity of dealing with third parties to commence transfer proceedings, instructing fund switches and/or change servicing rights would be an advantage
---
The Package
- A huge number of well-being initiatives to encourage positive mental health both in and out of the workplace
- Flexible working options to make sure that you're fully supported to work the way that best suits you
- Westfield health membership, offering discounted leisure and travel and refunds on medical services
----
The Company
A dynamic financial planning and wealth management business, part of one of the largest law firms in the UK, operating out of 14 UK offices with over 2,500 members of staff. They are proud of their values and offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace.
----
Interested? If you think you're right for this Financial Service Coordinator role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews. Coburg Banks Limited is acting as an Employment Agency in relation to this vacancy
Reference: 222347095
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