Part Time Financial Services Coordinator – Ipswich- REF 952

Position Filled
Posted on
February 4, 2022
Job Type
Permanent / Part-time / Live out
Office / Professional & Other / Office

Part Time experienced Financial Services Coordinator required for National insurance company located near Ipswich just off the A14 at Wherstead.

This is a very important role and the responsibilities will be as follows:-

  • Proactive contact with existing and prospective customers to generate financial services leads.
  • Identify gaps and training needs of the team.
  • Book appointments for the financial advisor and work closely with them to determine areas of focus, feedback and continuous improvement.
  • Develop and maintain effective business relationships between Agency teams and Financial Advisors (FA).
  • Drive support and influence life lead activities within agencies, including role plays, meetings, presentation and the monitoring, reviewing, reporting on and managing of performance against lead targets
  • Identify, agree and implement actions with agencies and key stakeholders as appropriate to develop and improve individual team and regional performance  in accordance with agreed standards, policy and procedures
  • Deliver short term/one-off projects and activities as required by and to the desired standards and outcomes agreed with Line Manager

The Person will be:-

  • Self Motivated
  • Charismatic and brilliant with people-confident in engaging with a wide range of stakeholders
  • Organised with good time management and able to manage and prioritise workloads effectively
  • Enthusiastic and willing to learn
  • Keen to work towards individual targets and agency targets
  • Have the ability to identify, understand and prioritise customer needs in order to deliver a high standard of advice and service
  • Able to build relationships with customers and colleagues with excellent communication skills both written and verbal
  • Flexible, adaptable and open to new ideas
  • Tenacious but will always put people first to make sure their experience reflects the Agency’s longstanding reputation of outstanding customer service
  • Able to problem solve using own initiative and judgement
  • Honest with a high degree of integrity, due skill, care and diligence
  •  Educated to a GCSE level with a minimum of 5 GCSE’s at Grade C including Maths and English
  • Proficient in the use of Microsoft office and sales support systems
  • Experienced in Financial Services preferably  but this is not absolutely essential
  • Comfortable calling clients from our database and using a CRM system

This is a flexible working role and for the right candidate this can be completely remote based, hybrid working or office based in Ipswich.

The hours are flexible with a 21 hour working week.

Competitive salary with bonus structure and access to staff pension scheme

Opportunity to build a successful career in a business set up for growth.

High level training and funded Chartered Insurance Institute examinations.

Tel Jackie 07979501997