Senior Financial Services Coordinator

18 hours ago


Middlesbrough, Middlesbrough, United Kingdom CV-Library Full time

Are you an experienced administrator looking for a new challenge in the financial sector?

About CV-Library

CV-Library is a leading online job board, and we're currently seeking a skilled Financial Planning Support Administrator to join our team. As a highly organised and detail-focused individual, you'll provide administrative support to our Financial Planners and Advisers, ensuring seamless day-to-day operations.

Job Description

We're looking for someone with 1-3+ years of experience working in a similar role, preferably with knowledge of Client Management systems like Intelliflo / First. If you have any further qualifications within Financial Advice / Planning or are working towards your Level 4 Diploma in Financial Advice, this would be a significant advantage.

This is a 9-Month Maternity cover contract, providing a fantastic opportunity to gain experience in a dynamic and fast-paced environment. The estimated salary for this role is £25,000 - £35,000 per annum, depending on experience.

Key Responsibilities:
  • Maintain accurate records and ensure all notes are up to date on the back-office system.
  • Process new investments and policies, including Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
  • Manage online fund switches from start to finish.
  • Update client portfolios, adding new clients and maintaining content, including contributions and withdrawals.
Requirements:
  • Relevant experience working in a Financial Planning support role.
  • Familiarity with Client Management systems such as Intelliflo / First.
  • Experience working with online platforms like AEGON, Transact, or AJ Bell.
  • Desirable: Further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice.


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