Trainee Financial Services Coordinator

6 months ago

Sheffield, United Kingdom Irwin Mitchell Full time

**About IM Asset Management**

IM Asset Management Limited (IMAML) is an integrated Financial Planning and Private Client Investment Management company providing planning and investment services to both professionals and individuals. IM Asset Management Limited part of the Irwin Mitchell Group (a leading UK law firm), delivering services to clients both from within and external to the group.

With £1bn of assets under management across in excess of 900 clients IM Asset Management has ambition to accelerate its recent successful growth.

IMAML is part of the Irwin Mitchell Group. 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 co-ordination (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 multi-task.
- 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.

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