Are you an organised administrator who is proactive, and detail-driven professional looking to build a long-term career in financial services?
Based in Westerham.
A well-established and growing business is looking for a Financial Services Coordinator to join its team in a varied, fast-paced, and highly rewarding support role. This position would suit someone who enjoys balancing client contact, research, administration, and compliance, while playing a key part in delivering an outstanding client experience.
This is a fantastic opportunity for someone with strong administration experience who is keen to develop within a professional environment, gain deeper exposure to portfolios, funds and investment systems, and become a trusted part of a collaborative team.
In this role, the successful candidate will be responsible for:
* Making appointments with clients and prospective clients
* Carrying out research on investment systems
* Preparing annual client reviews and completing follow-up activity
* Producing portfolio and fund analysis
* Undertaking insurance provider and product research
* Supporting process and procedure updates
* Completing a wide range of administrative and compliance duties
* Preparing cashflow reports, new recommendation packs and suitability reports
This...