IFA Operations Coordinator

1 day ago


Leicester, Leicester, United Kingdom Ascot Lloyd group Full time

We are seeking an experienced IFA Operations Coordinator to join our team at Ascot Lloyd group. As a key member of our operations team, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth delivery of our services.

Key Responsibilities
  • Provide pre and post-sales support to Financial Advisers, ensuring that client documentation and requests are accurately processed and completed within the required time scales.
  • Act as a point of contact for administrative issues or queries, and assist with quality checking of work across teams.
  • Compile client meeting packs, containing relevant documentation such as valuations, client agreements, and risk questionnaires.

You will also be responsible for maintaining accurate records, preparing new business applications, and providing timely and accurate information to clients. To succeed in this role, you will require excellent communication skills, both written and verbal, and the ability to maintain confidentiality.

We offer a competitive salary of £33,500 per annum, plus benefits including a contributory pension scheme and generous holiday entitlement. If you are a motivated and enthusiastic individual who is passionate about delivering exceptional service, we would love to hear from you.



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