Senior Financial Services Coordinator

4 hours ago


Cardiff, Cardiff, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

The role of a Senior Financial Services Coordinator at Templegate Recruitment Limited is to provide high-level administrative support to financial advisers. With a strong background in pensions and investments, this detail-oriented professional will be responsible for maintaining up-to-date client records within Intelligent Office (IO) and processing new business applications, including pensions and investment products.

The ideal candidate will have at least 5 years of experience in an IFA administrative role and possess first-rate communication skills, both written and verbal. They will also be smartly presented and able to liaise confidently with clients and providers. A salary of around £45,000 - £55,000 per annum reflects the complexity and importance of this position.

Responsibilities include providing comprehensive administrative support to financial advisers, maintaining up-to-date client records, processing new business applications, preparing necessary documentation for adviser-client meetings, and acting as a point of contact between advisers and clients.

Key qualifications include proficiency in Intelligent Office (IO), a solid background in pensions and investments, and excellent organizational skills.



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