Financial Services Coordinator

2 days ago


Crawley, West Sussex, United Kingdom Nelson Scott Full time
Job Overview

Nelson Scott is a leading financial services company that requires a skilled Financial Services Coordinator to join our team. This role involves providing high-level administrative support to our financial planning team.

The ideal candidate will have a Level 4 Diploma in Financial Planning (DipPFS) or higher, excellent organizational skills, and a strong attention to detail. We offer a competitive salary of £38,000 - £48,000 per annum, depending on experience.

As a Financial Services Coordinator, you will be responsible for preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date. You will also work closely with the Financial Planner to achieve the correct client outcome and attend client meetings to support the delivery of cashflow modelling, as needed.

Key Responsibilities:

  • Prepare suitability reports for various advice types, financial products, and investment solutions.
  • Conduct technical research as required.
  • Ensure client records contain sufficient Know Your Client information and are kept accurate and up-to-date.
  • Work closely with the Financial Planner to achieve the correct client outcome.
  • Attend client meetings to support the delivery of cashflow modelling, as needed.
  • Manage your workload effectively to meet personal targets.
  • Communicate effectively with the Financial Planners to manage expected delivery dates.


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