Financial Services Coordinator

6 days ago


Leamington Spa, Warwickshire, United Kingdom Premier Jobs UK Limited Full time
About the Role

This Financial Services Administrator position in a growing company is ideal for current Administrators within Financial Services looking to join a dynamic team with exciting plans ahead.

You would be providing financial planning administration support to a team of Financial Advisors, who provide holistic financial planning to clients. The company values the role you play and recognizes your worth in helping the team deliver a quality service.

Key Responsibilities
  • Process and chase new business opportunities
  • Obtain illustrations, projections, and valuations
  • Answer and assist with client queries
  • Accurately update and maintain information on the company's back office system
  • Prepare documents for suitability reports
  • Liaise with clients and providers
  • Prepare client meeting packs
About the Company

The company is a growing IFA firm led by highly respected names within the industry, backed by a private equity firm. They are currently on a rapid growth phase, with £4.5bn of AuM, which will continue to grow. They recognize that achieving success depends on having the right people in the business, so they are looking to build a strong team of passionate and skilled team members.

What We Offer
  • Salary of £26,000 - £32,000 depending on experience
  • Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus, and 28 days holiday + bank holidays, rising up to 30 days
  • Office-based role
  • 37.5 hours per week
  • Excellent career progression, with individual development plans shaped around your desired career path


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