Financial Services Co-ordinator

The Company: A highly regardedSheffield based advisory firm who are looking to add a developing Financial Planning Administrator to their private wealth focused wealth management advice arm. It''s a perfect opportunity for someone who is circa 12-months into their career and is looking to press on with their Adviser Support career within HNW client work. Office Location: SheffieldWorking Setup: Hybrid - 3-days office and 2-days WFHPackage: £28-29k base + annual bonus and full company benefits:Key Benefits: A flexi-benefits package on top inclusive of a pension, 2xDIS and Private Medical CoverHolidays: 25-days + stats which rises through years of serviceThe Role: In this role it''s important to manage the workflow and key tasks including preparing the clients'' annual review, processing new business applications and dealing ad hoc queries to ensure excellent client outcomes in a timely and planned manner. Key Responsibilities include:To ensure that all pre-business procedures are followed - To include data input on CRM, cash flow modelling tool, preparing documents for meetings for both Planner and client; de-brief from Planner appointment, letters of authority, calling and liaising with providers, quotes and basic research.To ensure that new business procedures are followed - Completion of applications where required; online submission; posting applications and cheques to provider; scanning to e-files and CRM; typing; chasing providers; communicating with client by phone, ..... full job details .....