Financial Services Coordinator

3 weeks ago

United Kingdom Abacus Professional Recruitment Full time
Exciting Opportunity: Administrator/Paraplanner

Are you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.

Why Choose This Role?

Our client is one of the UK's leading independent financial planning firms, managing over £7bn in assets for 14,000 clients. They have a reputation for excellence, with a 96% client retention rate and over 100 expert financial planners who specialise in everything from pension planning to later life care.

Your Role:

As an Administrator/Paraplanner, you will play a key part in supporting our advisers and paraplanners, ensuring our clients receive exceptional service. Your responsibilities will include:

  • Proactively managing client contact and ensuring timely delivery of review services
  • Preparing and producing client mailings and Review Meeting Packs
  • Maintaining client records on Intelligent Office, ensuring they are always up to date
  • Providing administrative support, processing response forms, and liaising with advisers to meet client needs
  • Undertaking large-scale data cleansing exercises and other centralized tasks
What We're Looking For:

We're seeking a strong and motivated individual with:

  • Strong IT skills, particularly in Microsoft Office
  • Excellent verbal and written communication skills, with the confidence to engage with clients over the phone
  • A customer-focused mindset, able to build strong relationships with clients and colleagues
  • Self-motivation, with the ability to manage priorities, solve problems, and meet deadlines
  • Experience in the financial planning sector, with knowledge of FCA rules and the financial services market
Qualifications & Skills:

We're looking for candidates with:

  • Minimum 5 GCSEs (or equivalent), including Maths and English
  • Desirable: Diploma Level qualification, or working towards CII, Chartered Status, or RO exams
  • 1+ year experience in an IFA/Wealth Management environment preferred

This role isn't just about administration; it's about growing with a company that values your development. We offer a supportive environment with opportunities to learn, evolve, and make a difference in the lives of clients by helping them secure their financial future.

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