Trainee Financial Services Coordinator

1 week ago


Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

3653
We're a national law firm with a local reach.

Our philosophy is 'Expert Hand, Human Touch' - something you'll find in the way we work with our clients and how we support our teams.

But, we're more than just a law firm - we're a team, working together to help individuals and businesses navigate life's ups and downs.

Whichever team you join, working here you'll feel a part of our friendly and inclusive environment. We'll value you for who you are and what you bring.

We support each other and push boundaries to achieve incredible things, and make a real difference to our clients and communities.

The work we do has been recognised in the awards we've won. We're committed to being even better, and our awards help to show we're on the right track.

We recognise that the office 9-5 isn't for everyone. That's why we've introduced 'Flexible by Choice'.

Whether it's working from home, in our offices, or a combination of the both, we trust each other to support our clients, colleagues and communities at the right time, in the right way.


Your Role and What You'll Be Doing


As a Trainee FS Coordinator, you'll be trained in all aspects of client service administration, providing support to a growing team of Financial Planners, Paraplanners and Coordinators.

You'll also receive full training and support in order to progress into the FS Coordinator role.

  • Supporting the coordinator team with annual review reports including adding relevant information to the CRM system and preparing review pack documentation.
  • Scheduling Financial Planner activity and client meeting coordination (First Appointments, Presentation meetings and Annual Reviews) and recording such activities.
  • Assisting with new business submissions by completing and distributing internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly.
  • Supporting the team with inbound / outbound queries from both internal and external clients together with third party providers.
  • Involved in ongoing operational and administrative servicing of existing clients specifically preparation of client review reports, issuing recommendation reports and processing withdrawal requests.

About You

  • Possess confident communication skills and work effectively in both a team and autonomously.
  • Organised with the ability to multitask.
  • Ability to use Microsoft Word and Excel and demonstrate excellent written skills.
  • Competent IT skills.
  • Experience using client management / financial planning tools (desirable but not essential)
  • High level of accuracy and attention to detail.
  • Experience of operating in a regulated environment, especially the Financial Services industry, would be a strong advantage but not essential

Our Benefits - What We Can Offer You

  • 25 days annual leave, with the opportunity to buy additional leave
  • Two fundraising days in a year to give back to the community (fully paid)
  • Westfield Health membership, offering discounted leisure and travel and refunds on medical services


We also offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace as well as flexible working options to ensure that you are fully supported to work the way that best suits you.

Our social responsibility programme is fundamental to who we are. We're committed to being a diverse and inclusive workplace where our colleagues can flourish. We have a range of groups to celebrate our people across sexuality, disability, age, gender and culture.

Additional Information


As part of the Irwin Mitchell Group's on-boarding process all successful applicants are required to complete the group's employment screening process.

This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.

  • Sheffield, Sheffield, United Kingdom Resource Matters Ltd Full time £22,000

    Our clients two year trainee programme is for under graduates in their final year of their studies or the candidate who is looking for career change and either working towards or has completed the CII Diploma Level 4 in Regulated Financial Planning (or equivalent) and needs support in industry to progress. Responsibilities You will be fully immersed in our...


  • Sheffield, Sheffield, United Kingdom Lime Search & Select Ltd Full time

    My client is a Discretionary Investment Management & Financial Planning firm based in the Sheffield area. We are seeking a Junior / Trainee Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which...


  • Sheffield, Sheffield, United Kingdom Staff 365 Recruitment Services Full time

    Staff365 are recruiting for a Trainee CNC Operator for our manufacturing client located in Sheffield, S9.The Trainee CNC Operator shift pattern on nights is Monday to Thursday 6pm to 6am with Fridays as an option for overtime.Average rate of pay £12.24 p/hr paid weeklyWe are keen to hear from individuals who have worked within a manufacturing/production or...

  • Management Trainee

    1 week ago


    Sheffield, Sheffield, United Kingdom Lune Marketing Full time

    Are you target-driven and competitive? Looking for a practicalbased opportunity in management that doesn't require years of experience? Are struggling to find the perfect position that offers both full training and progression?Then look no further, Lune Marketing will provide you with an invaluable opportunity to excel your career in sales and marketing We...

  • Trainee Hse Advisor

    1 week ago


    Sheffield, Sheffield, United Kingdom Powertherm Contract Services Ltd Full time

    Trainee HSE Advisor - QHSEWe're looking for a Trainee HSE Advisor to join our QHSE team. As the business grows, we need to ensure that legal compliance is maintained, and continual improvement is encouraged.We want to develop a HSE Advisor who will support the HSE business partner by visiting our operational locations countrywide to: Provide H&S advice and...


  • Sheffield, Sheffield, United Kingdom CRA Consulting Full time

    Trainee Recruitment Consultant Position at CRA Consulting in SheffieldCRA Consulting is a reputable Legal and financial recruitment company located in Sheffield. We have a long-standing history of recruiting legal professionals over the past fifteen years, boasting a solid client base. Due to business expansion, we are seeking driven Trainee Recruitment...


  • Sheffield, Sheffield, United Kingdom Blundells Full time

    Trainee Estate Agent OTE: £23,000 - Uncapped Commission, Career Progression We're looking for a highly motivated Trainee Estate Agent / Trainee Sales Negotiator to complement our fantastic residential sales team in Sheffield working in our well known Blundells estate agency. Why join us as a Trainee Estate Agent / Trainee Sales Negotiator? ...

  • Graduate Trainee

    1 week ago


    Sheffield, Sheffield, United Kingdom AE Gobal Full time

    The role of a Graduate Trainee is a critical and challenging position within the company. It involves learning the ins and outs of the business while building and maintaining client relationships and driving new sales.Here's a breakdown of who you are as a Graduate Trainee based on the provided information:Ambitious: You are highly motivated and eager to...


  • Sheffield, Sheffield, United Kingdom Panache Lingerie Ltd Full time

    About usAt Panache Lingerie we believe in empowering individuals to feel confident and beautiful in their own skin. We specialise in providing high-quality lingerie that celebrates diversity and embraces every body type. With our commitment to exceptional customer service and trend-setting designs, we're shaping the future of lingerie fashion.About youAre...


  • Sheffield, Sheffield, United Kingdom in Sheffield Full time £25,000 - £26,000

    Junior Field Service Engineer, Medical X-Ray Imaging Systems Basic Salary £25,000 to £26,000 Overtime Car Allowance Excellent benefits package After three years your basic salary will be circa £35,000 and after five years your basic salary will rise again substantially Excellent opportunities for a Trainee Field Service Engineer to join a market...


  • Sheffield, Sheffield, United Kingdom Staff 365 Recruitment Services Full time

    Staff365 are actively recruiting for a Trainee Paint Sprayer for our client located in the S9 area of Sheffield.Looking for a new challenge? Or simply fancy learning a new skill?The hours of work are Days 7.30am to 4pm Monday to Thursday & 7.30am to 1.30pm on Friday'sRate of pay: £11.11 per hourContract: Temp - permanent with the opportunity to develop...


  • Sheffield, Sheffield, United Kingdom Specsavers Full time

    Job role: Trainee Audiology PractitionerLocation: SheffieldWorking hours: Full TimeExperience level: Previous hearcare experience is not essentialHave you ever considered a role in Audiology? Are you passionate about helping others and giving fantastic customer service?Here is your opportunity to join a global company that is focused on providing the best...


  • Sheffield, Sheffield, United Kingdom Staff 365 Recruitment Services Full time

    Staff365 are actively recruiting for a Trainee Paint Sprayer for our client located in the S9 area of Sheffield.Looking for a new challenge? Or simply fancy learning a new skill?The hours of work are Nights Monday to Wednesday 8pm to 6am, Thursday 8.30pmn to 6am and Fridays off.Rate of pay: £11.11 per hour plus SAContract: Temp - permanent with the...


  • Sheffield, Sheffield, United Kingdom Concept Resourcing Full time

    Service Desk Co-OrdinatorHybrid - 2 days on site, South YorkshireUp to £22,000 DOE + benefitsConcept Resourcing are looking for a Service Desk Coordinator on behalf of their client who provide multi-site network deployments. You will be working for a company who put Health and Safety at the forefront of everything they do, their ongoing commitmentwinning...


  • Sheffield, Sheffield, United Kingdom Specsavers Full time

    Job role: Trainee Audiology PractitionerLocation: SheffieldWorking hours: Full TimeMust have a valid UK driving licenseExperience level: Previous hearcare experience is not essentialStarting salary of £24,000Have you ever considered a role in Audiology? Are you passionate about helping others and giving fantastic customer service?Whilst training you will be...


  • Sheffield, Sheffield, United Kingdom Sheffield Teaching Hospitals NHS Foundation Trust Full time

    This is an exciting opportunity for a dynamic new staff member to join the Obstetrics, Gynaecology and Neonatology Management Team focusing on the management of Gynaecology and Gynaecology Oncology Services.Working as part of a team of Service Coordinators the post-holder will line manage the Gynaecology service administrative teams as well as the Obstetrics...


  • Sheffield, Sheffield, United Kingdom Air Power Products Ltd Full time

    Trainee Office AdministratorThe RoleOur company requires a motivated and hardworking individual to join our company. Applicants must provide a comprehensive high quality administrative facility to all departments manager including tasks such as maintaining spread sheets and reports, updating database, ordering stock, managing incoming and outgoing telephone...


  • Sheffield, Sheffield, United Kingdom Eclipse Magnetics Full time

    Reporting to the Customer Services Manager the key objective of the Customer Service Coordinator will be to coordinate all inbound UK sales orders while providing an outstanding customer experience and to take full responsibility for ensuring this is completed accurately and in a timely manner.The Customer Services Coordinator will be accountable for...


  • Sheffield, Sheffield, United Kingdom Sheffield Health & Social Care NHS Foundation Trust Full time

    CAPs are an exciting new profession whose training has been approved as a Level 7 Degree Apprenticeship. During your training phase, you will be undertaking the MSc Programme, delivered remotely with the University of Plymouth.7 trainee CAP posts are available for the 2023 intake, which will be placed across the following services:Inpatient Acute Services,...

  • Trainee Bus Driver

    1 week ago


    Sheffield, Sheffield, United Kingdom Stagecoach Full time

    SalaryTypical annualised earnings £ 24,793 (first year £11.92ph) then £25,833 per annum (2nd year £12.42ph)Plus extra £1ph for unsociable hours.Enhanced Sunday rates up to £17.88A 50p ph enhancement for all hours worked over 44 hours per week.Trainee Bus Driver - Sheffield (Ecclesfield) S35.Stagecoach are looking for trainee bus drivers to join our...