Financial Services Coordinator

Our client, a reputable financial advisory firm based in Chorley, is renowned for delivering personalised financial solutions, prioritising professionalism, and exceeding client expectations. They are currently seeking a dedicated Financial Services Coordinator to join their team.

Role Overview:

As a Financial Services Coordinator, you'll report directly to the Operations Manager, playing a key role in supporting financial advisers, managing client relationships, and ensuring smooth operations in the client services department.

Responsibilities:

• Act as the main point of contact for team members regarding their daily tasks and questions.
• Provide thorough support and oversight for the team's tasks, deadlines, and processes.
• Guide, train, and support the development of new employees and the wider team.
• Foster and strengthen relationships with financial advisers to promote effective collaboration.
• Prepare all necessary documents for client meetings, including regulatory paperwork and applications.
• Maintain regular communication with designated advisers, ensuring tasks are completed promptly.
• Communicate with clients, addressing inquiries and providing updates, regardless of financial advice.
• Manage incoming and outgoing mail, updating adviser and client records as needed.
• Handle requests for Letter of Authority, ensuring compliance with established procedures.
• Prepare cases for Paraplanning, collaborating with relevant departments to resolve queries.
• Monitor and oversee the business pipeline, maintaining detailed records and facilitating communication among stakeholders.
• Provide dedicated support to clients, including scheduling review meetings and preparing necessary paperwork

Requirements

The ideal candidate will have previous experience in a similar role within the financial services industry, possessing a strong understanding of financial products, processes, and regulatory requirements. Excellent communication skills are essential, with the ability to foster and maintain relationships with clients and stakeholders. Relevant qualifications or certifications in financial services are advantageous.

Benefits:

In return for your expertise, our client offers a competitive salary dependent on experience, alongside opportunities for career development and advancement within a growing firm. Flexible working arrangements, including reduced hours and customizable start/finish times, are available. You will also enjoy a supportive and collaborative work environment, comprehensive benefits package, including pension and healthcare options.

If you are a motivated and dedicated professional eager to contribute to the financial services sector, we encourage you to apply now and join our dynamic team.