Financial Services Coordinator

7 days ago


Market Harborough, Leicestershire, United Kingdom Recruit UK Full time
Financial Services Administrator Role

We are seeking an experienced Financial Services Administrator to join our team in Market Harborough. As a key member of our administration team, you will be responsible for providing administrative support to our financial advisors and ensuring the smooth operation of our office.

Key Responsibilities:
  • Providing administrative support to financial advisors, including checking fact finds, preparing and processing authority letters, and preparing review packs.
  • Creating new client packs and maintaining accurate records.
  • Assisting with the preparation of reports and presentations.
  • Providing excellent customer service to clients and colleagues.
What We Offer:
  • A competitive salary of up to £30,000 (dependent on experience).
  • 28 days holiday, plus bank holidays.
  • Flexible hybrid working.
  • Early finish on Fridays.
  • Birthday day off.
  • Income protection for up to 5 years.
  • Online discounts and cashback, plus 24-hour access to a GP.
  • 4x salary death in service.
  • 5% matched pension contributions.
  • Ongoing career professional development.
  • Competitive bonus scheme.
Requirements:
  • 1 year's experience in an IFA administration role.
  • Excellent communication skills, both written and verbal.
  • Good telephone manner.
  • Team player.
About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a reach of over 100,000 connections. We pride ourselves on our unique expertise, insight, and connections, and are committed to finding the perfect role for you.



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