Financial Services Coordinator

6 days ago

Birmingham, Birmingham, United Kingdom Irwin Mitchell Full time

Your Role

As a member of the Financial Planning support team, the individual will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.

Key Responsibilities

  • Financial Planner activity scheduling and client meeting coordination, including recording such activities.
  • Supporting compliant new business submissions by completing and distributing relevant internal and external documentation, and ensuring the CRM system is updated correctly.
  • Acting as the primary interface for inbound and outbound queries from internal and external clients, as well as third-party providers.
  • Responsible for the operational and administrative servicing of existing clients, including preparation of client review reports and processing withdrawal requests.
  • Liaising with third parties regarding letters of authority, policy information, fund switches, and transfers of stock and/or cash.
  • Contributing to the development of the department in terms of service delivery, efficiency, compliance, and effectiveness.

Reporting Lines

  • The role will report to an FS Coordinator Team Leader.

Requirements

  • Financial Services Administration experience, preferably from within the wealth management or investment sector.
  • A high standard of compliance and regulatory knowledge.
  • Excellent problem-solving skills and ability to deal with high volumes of work, as well as show attention to detail when instructing high-value transactions.
  • Confident communication skills and ability to work effectively in both a team and autonomously.
  • Ability to use Microsoft Word and Excel, and demonstrate excellent written skills.
  • Competent IT skills.
  • Experience using client management/financial planning tools.
  • Familiarity with dealing with third parties to commence transfer proceedings, instructing fund switches, and/or change servicing rights.
  • Understanding of provider platforms and online services.
  • Experience/knowledge of dealing with the complexities relating to handling vulnerable clients, including Trust entities formed to protect such clients (desirable, not essential).

Benefits

  • 25 days' holiday as standard, plus bank holidays - you can 'buy' up to 35 hours of extra holiday.
  • Generous and flexible pension schemes.
  • Volunteering days - two days of volunteering every year for a cause of your choice (fully paid).
  • Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace, and to make sure you're fully supported. This includes our Flexible by Choice programme, which gives our colleagues more choice over a hybrid way of working, subject to role, team, and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024.

Our responsible business programmes are fundamental to who we are and our purpose. We're committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity, and tackling climate change is a fundamental part of who we are. It's made up of four strands: Our People, Our Community, Our Environment, and Our Pro Bono.

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