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- Tasks: Coordinate client appointments, conduct research, and prepare financial reports.
- Company: A well-established financial services firm in Westerham with a supportive culture.
- Benefits: Competitive salary, discretionary bonus, free parking, and study support.
- Other info: Ideal for detail-oriented individuals seeking growth and variety in their work.
- Why this job: Join a dynamic team and build a rewarding career in financial services.
- Qualifications: Experience in administration, strong Microsoft Office skills, and excellent communication.
Are you an organised administrator who is proactive and detail-driven, 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 is an excellent opportunity for someone who enjoys variety, takes pride in accuracy, and wants to make a genuine impact.
What we are looking for:
The ideal candidate will be highly organised, detail-focused, and confident communicating with clients and colleagues alike. They will be comfortable managing multiple priorities and working within a professional environment.
Essential skills and experience:
- MUST have experience in an administration role - within financial services or similar.
- Strong Microsoft Office skills, including Word, Excel, and PowerPoint
- Excellent written and verbal communication skills
- Strong attention to detail
- Good organisational and planning skills
- Must have a driving licence
Desirable experience:
- Knowledge of financial markets and funds
- Experience within a similar environment
What's in it for you:
This opportunity offers more than just a job – it provides a platform to build a long-term career within a respected and professional setting.
- Salary circa £28,000
- Discretionary bonus
- 09:00-17:30pm Monday to Friday - OFFICE BASED
- Exposure to varied and meaningful work
- Opportunity for development within financial services and study support.
- FREE PARKING
This is an ideal role for someone looking to strengthen their career in a position that offers responsibility, variety, and progression potential.
About the company:
This business provides a supportive and professional working environment and is seeking someone who can become a valued member of the team. They are looking for an individual with a positive attitude, strong work ethic, and a desire to grow within the role.
This opportunity is expected to attract strong interest, so early application is highly recommended. Apply now to avoid missing out.
Financial Services Coordinator in Sevenoaks employer: TN Recruits
Contact Detail:
TN Recruits Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Coordinator in Sevenoaks
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your skills align with their needs. Practise common interview questions, but also be ready for curveballs that test your problem-solving skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. Mention something specific from your conversation to remind them of your enthusiasm and fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you that Financial Services Coordinator role!
We think you need these skills to ace Financial Services Coordinator in Sevenoaks
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Coordinator role. Highlight your relevant administration experience and any skills that match the job description, like attention to detail and strong communication skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for financial services and how you can contribute to delivering an outstanding client experience.
Showcase Your Skills: Don’t forget to showcase your Microsoft Office skills and any experience with financial markets or funds. This will help us see that you’re ready to hit the ground running in a fast-paced environment.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get you on board as soon as possible!
How to prepare for a job interview at TN Recruits
✨Know Your Stuff
Before the interview, make sure you research the company and its services thoroughly. Understand their approach to financial services and be ready to discuss how your skills align with their needs. This shows you're genuinely interested and prepared.
✨Showcase Your Organisation Skills
As a Financial Services Coordinator, organisation is key. Be ready to share examples of how you've successfully managed multiple tasks or projects in the past. Use specific instances to highlight your attention to detail and ability to prioritise effectively.
✨Communicate Clearly
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. During the interview, listen carefully to questions and respond thoughtfully, demonstrating your ability to engage with clients and colleagues alike.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the role and the company culture. This not only shows your interest but also helps you gauge if the company is the right fit for you. Consider asking about opportunities for professional development or how the team collaborates on projects.