Job Title: Financial Services Coordinator
We are seeking a highly skilled and organized Financial Services Coordinator to join our team. The ideal candidate will possess strong administrative abilities, excellent communication skills, and the ability to multitask effectively.
About the Role:
* Provide exceptional administrative support to our financial consultants, ensuring accurate and timely completion of tasks.
* Update and manage client records with precision, maintaining confidentiality and adhering to regulatory requirements.
* Process new pension applications efficiently, liaising with life companies to ensure seamless transactions.
* Communicate effectively with clients via phone and email, keeping them informed throughout the process.
* Prepare meeting documentation and assist in transaction processes, demonstrating a proactive approach to problem-solving.
Ideal Candidate Requirements:
* Experience in administration of life and pensions, preferably with a QFA qualification.
* Strong organizational and multitasking skills, enabling efficient management of multiple tasks and deadlines.
* Excellent written and verbal communication skills, allowing effective interaction with clients and colleagues.
About You:
As a Financial Services Coordinator, you will play a vital role in delivering exceptional customer service and supporting our financial consultants in their daily operations. If you possess the required skills and qualifications, we encourage you to apply for this exciting opportunity.