Financial Services Coordinator
7 days ago
We are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our financial services organization, you will play a vital role in supporting our Paraplanners and Financial Planners in delivering exceptional client service.
Key Responsibilities:- Comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times
- Administer LOA processes and maintain accurate records
- Develop and maintain strong relationships with clients and providers
- Utilize Microsoft Office Suite, including Word, Excel, and Outlook, with the ability to adapt to new software packages
- Provide exceptional customer service and maintain a professional phone manner
- Proven experience in a financial services organization, with a strong understanding of regulations and compliance
- Excellent administrative skills, with the ability to work independently and as part of a team
- Strong IT skills, with the ability to learn new software packages quickly
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
We are an equal opportunities employer and welcome applications from candidates of all backgrounds and circumstances. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Financial Services Coordinator
1 week ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeJunior Paraplanner / IFA AdministratorA rare opportunity exists for an experienced Financial Services professional to join Robinson Financial Careers as a Junior Paraplanner / IFA Administrator at their office.About the RoleWe are seeking a highly organized and self-motivated individual to support our team in providing exceptional client service and...
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Financial Services Coordinator
1 week ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeJunior Paraplanner / IFA AdministratorA rare opportunity exists for an experienced Financial Services professional to join Robinson Financial Careers as a Junior Paraplanner / IFA Administrator at their office.About the RoleWe are seeking a highly organized and self-motivated individual to support our team in providing exceptional client service and...
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Junior Financial Services Coordinator
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Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeJob Opportunity at Robinson Financial CareersWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office.About the RoleThis is a rare opportunity for a motivated and organized individual to develop a rewarding career in financial services, working towards DipFS status.Key...
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Junior Financial Services Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeJob Opportunity at Robinson Financial CareersWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office.About the RoleThis is a rare opportunity for a motivated and organized individual to develop a rewarding career in financial services, working towards DipFS status.Key...
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Financial Services Administrator
5 days ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeExciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Kibworth. This is a rare opportunity to develop a rewarding career and progress to DipFS status.Key ResponsibilitiesIssuing reports and letters to...
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Leicester, Leicester, United Kingdom Pertemps Leicester Full timeJob Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Leicester is seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team!We are a dynamic and growing company committed to providing top-tier financial advice and personalized service to our clients. Our team of experienced professionals...
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Leicester, Leicester, United Kingdom Brevere Group Full time{"h1": "Financial Services Administrator Role", "p": "We are seeking a highly organized and proactive Financial Services Administrator to join our dynamic team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will provide administrative support to ensure an efficient and smooth service to our...
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Financial Services Coordinator
4 days ago
Leicester, Leicester, United Kingdom Brevere Group Full time{"h1": "Financial Services Administrator Role", "p": "We are seeking a highly organized and proactive Financial Services Administrator to join our dynamic team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will provide administrative support to ensure an efficient and smooth service to our...
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Financial Services Coordinator
5 days ago
Leicester, Leicester, United Kingdom Brevere Group Full time{"h1": "Financial Services Administrator Role", "p": "We are seeking a highly organized and proactive Financial Services Administrator to join our dynamic team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will provide administrative support to ensure an efficient and smooth service to our...
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Financial Services Coordinator
5 days ago
Leicester, Leicester, United Kingdom Brevere Group Full time{"h1": "Financial Services Administrator Role", "p": "We are seeking a highly organized and proactive Financial Services Administrator to join our dynamic team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will provide administrative support to ensure an efficient and smooth service to our...
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Financial Services Coordinator
7 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our administration team, you will play a vital role in supporting our Paraplanners and Financial Planners in delivering exceptional client service.Key Responsibilities:Comply with the Financial Services and Markets Act 2000...
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Financial Services Coordinator
7 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our administration team, you will play a vital role in supporting our Paraplanners and Financial Planners in delivering exceptional client service.Key Responsibilities:Comply with the Financial Services and Markets Act 2000...
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Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeJob Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Bond is seeking a highly organized and detail-oriented Financial Planning Coordinator to support our team of experienced financial planners.Key Responsibilities:Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and...
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Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeJob Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Bond is seeking a highly organized and detail-oriented Financial Planning Coordinator to support our team of experienced financial planners.Key Responsibilities:Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and...
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Financial Services Coordinator
7 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our administration team, you will play a vital role in supporting our Paraplanners and Financial Planners in delivering exceptional client service.Key Responsibilities:Comply with the Financial Services and Markets Act 2000...
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Financial Services Coordinator
7 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our administration team, you will play a vital role in supporting our Paraplanners and Financial Planners in delivering exceptional client service.Key Responsibilities:Comply with the Financial Services and Markets Act 2000...
-
Financial Services Coordinator
7 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our administration team, you will play a vital role in supporting our Paraplanners and Financial Planners in delivering exceptional client service.Key Responsibilities:Comply with the Financial Services and Markets Act 2000...
-
Financial Services Coordinator
7 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our administration team, you will play a vital role in supporting our Paraplanners and Financial Planners in delivering exceptional client service.Key Responsibilities:Comply with the Financial Services and Markets Act 2000...