Senior Financial Services Coordinator

2 days ago


Leeds, Leeds, United Kingdom Intellect UK Group Limited Full time £30,000
About the Role

This is an exciting opportunity to join our team as a Senior Financial Services Coordinator in Leeds. We are seeking a highly motivated individual to support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports.

As a key member of our team, you will be responsible for managing and updating our CRM system, ensuring seamless communication and efficient service delivery to clients.

The ideal candidate will have prior experience in financial services, particularly with a focus on FCA compliance, and possess strong analytical skills to assess information critically and identify essential details within complex reports.

We offer a competitive salary of £30,000 (flexible) and a comprehensive benefits package, including pension, 6 weeks holiday plus bank holidays, and private medical insurance.

In this role, you will have opportunities for professional development and work in a supportive team environment.

We are looking for a team player who is committed to putting clients' needs at the center of everything they do, with a strong focus on integrity, empathy, and honesty.



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