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Financial Services Coordinator

2 months ago

Doncaster, Doncaster, United Kingdom Recruit UK Full time

Job Title: Financial Services Administrator

Industry: Financial Planning and Advisory

Company Type: Independent Financial Advice Practice

Job Description:

Recruit UK is seeking a highly skilled Financial Services Administrator to join a well-established Independent Financial Advice practice in Doncaster. As a Financial Services Administrator, you will play a crucial role in supporting the team in delivering exceptional client service and ensuring the smooth operation of the practice.

Key Responsibilities:

  • Checking and processing client fact finds and authority letters
  • Preparing and reviewing client packs and review documents
  • Providing administrative support to the financial planning team
  • Maintaining accurate and up-to-date records and databases
  • Communicating effectively with clients and internal stakeholders

What We Offer:

  • Competitive salary up to £30,000 (dependent on experience)
  • 28 days annual leave, plus bank holidays
  • Flexible hybrid working arrangement
  • 2:15pm finish on Fridays
  • Birthday day off
  • Income protection for up to 5 years
  • MediCash online discounts and cashback
  • 4x salary death in service
  • 5% matched pension contributions
  • Access to the Radiant Academy for career development
  • Competitive bonus scheme

Requirements:

  • 1 year's experience in an IFA Administration role
  • Excellent communication and interpersonal skills
  • Good telephone manner and customer service skills
  • Ability to work as part of a team and maintain confidentiality