Financial Services Coordinator
2 days ago
About the Job
This Financial Services Coordinator position at Ascot Lloyd Group offers a unique opportunity to work in a dynamic and supportive environment, providing exceptional support to Financial Advisers.
Job Description
- As a key member of the IFA Administration team, you will be responsible for providing pre and post-sales support, ensuring client documentation is processed accurately and efficiently.
- You will work closely with the IFA Admin Manager to oversee the training of new Administrators and implement new policies and procedures.
- Your role will involve acting as a point of contact for administrative issues, assisting with quality checking, and maintaining accurate client records.
- You will also be responsible for compiling client meeting packs, issuing letters of authority, and updating policy information on Intelligent Office.
- In addition, you will provide cover for other Senior IFA Administrators and assist with daily operations, including responding to general enquiries and maintaining relationships with providers.
- You will be responsible for reporting any compliance issues or suspected breaches to the Compliance Manager and contributing to the development of operating systems and procedures.
Responsibilities
- To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company.
- To provide a high level of support to clients in an efficient, compliant and professional manner.
- To take responsibility for training new Administrators and acting as a point of escalation within the team.
Requirements
- Demonstrable experience in an IFA Administration role, with excellent communication and organizational skills.
- Strong attention to detail and ability to maintain accurate records.
- Computer literate in Microsoft Office and other applications, with a willingness to study towards professional qualifications.
- A salary of £22,000 - £32,000 per annum, depending on experience, is expected.
About Us
The Ascot Lloyd Group is a leading provider of financial services, committed to delivering exceptional customer experiences. We offer a supportive and collaborative working environment, with opportunities for career development and growth.
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