Financial Services Coordinator

2 days ago


Leicester, Leicester, United Kingdom Ascot Lloyd group Full time

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.



  • Leicester, Leicester, United Kingdom Bibby Financial Services Full time

    **Company Overview**Bibby Financial Services Careers is a leading provider of financial services solutions. Our company culture is built around collaboration, innovation, and customer satisfaction.We are committed to delivering exceptional results and building long-term relationships with our clients. Our team of experienced professionals is dedicated to...


  • Leicester, Leicester, United Kingdom Bibby Financial Services Full time

    Join Our Team">We are seeking a skilled Export Credit Manager - Hybrid Remote to join our team at Bibby Financial Services. As a key member of our export credit management team, you will be responsible for managing and maintaining our trade relationships with international partners.About the Role">This is an exciting opportunity for anyone looking to take...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    About the RoleWe are currently seeking a Bookkeeper to join our dynamic team at Rec Financial in North Leicester. The successful candidate will be responsible for supporting all aspects of general bookkeeping within the business, including managing Sage Xero, payroll processing, and dealing with various financial tasks.To be considered for this role, you...


  • Leicester, Leicester, United Kingdom Pertemps Leicester Full time

    We are looking for a skilled Financial Services Coordinator to join our financial planning team at Pertemps Leicester. This role offers an excellent opportunity to start your career in financial planning and gain valuable experience and training.Job Description:Reporting and Analysis: Assist senior paraplanners and advisors with the preparation of client...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    Job Title: Financial Accountancy ProfessionalWe are seeking an experienced Financial Accountancy Professional to join Rec Financial in North Leicester. This permanent role will involve supporting all aspects of general bookkeeping within the business to contribute to the achievement of financial objectives.Key Responsibilities:Manage and maintain accurate...


  • Leicester, Leicester, United Kingdom Bibby Financial Services Full time

    Bibby Financial Services is currently seeking a Bilingual Export Credit Controller to join their team.This exciting opportunity combines remote work with on-site presence, with 3 days spent working in our Leicester office each week. We offer a competitive salary of £24-26K per year, plus additional benefits.


  • Leicester, Leicester, United Kingdom Pertemps Network Group Full time

    **Job Summary:**We are seeking a highly organized and detail-focused Financial Planning Support Specialist to join our team at Pertemps Network Group.The ideal candidate will have strong administrative skills, excellent communication abilities, and a passion for finance and client service.About the Role:Provide seamless operational support to our financial...


  • Leicester, Leicester, United Kingdom Michael Page (UK) Full time

    Financial Transactions Coordinator JobWe seek a skilled professional to coordinate financial transactions, including accounts payable, in a part-time capacity with flexible working arrangements.The successful candidate will hold a degree in accounting, finance, or a related field and possess expertise in accounting software and Microsoft Office Suite.About...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    We are looking for a skilled Payroll Operations Coordinator to manage payroll operations at Rec Financial in Leicestershire. This role involves processing payroll accurately and efficiently while maintaining compliance with HMRC regulations.About You:Strong analytical skills with attention to detailExcellent communication skills with ability to handle client...


  • Leicester, Leicester, United Kingdom Medlock Partners Full time

    Job OverviewWe are seeking an ambitious and organized individual to join our team as an IFA Administrator in the UK, with the opportunity for hybrid working.Estimated Salary: Up to £26,000, dependent on experience.Key ResponsibilitiesEnsure compliance with the Financial Services and Markets Act 2000 and relevant FCA rules at all times.Maintain up-to-date...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    **Administrative Assistant (Finance) Job Description**This is an exciting opportunity to join REC Financial as an Administrative Assistant (Finance), supporting our team with various tasks related to finance administration. As a key member of our team, you will be responsible for credit control, cash allocation management, and sales quote creation for...


  • Leicester, Leicester, United Kingdom Accountancy And Finance Personnel Limited Full time

    We are recruiting a highly organized and detail-focused Financial Operations Coordinator to join our team at Accountancy And Finance Personnel Limited. In this role, you will be responsible for providing administrative support to the Finance Manager, assisting with various financial tasks, including accounts payable and receivable.About the JobProcess...


  • Leicester, Leicester, United Kingdom Talk Staff Group Limited Full time

    About the Job: We are seeking a highly skilled Financial Operations Coordinator to join our team in Leicester City Centre. As a Financial Operations Coordinator, you will play a key role in handling daily financial transactions, with a focus on residential property matters.Your Key Responsibilities:Manage and process all financial transactions related to...


  • Leicester, Leicester, United Kingdom Blusource Professional Services Ltd Full time

    Job OverviewWe are seeking an experienced professional to join our team at Blusource Professional Services Ltd in Leicester. As a key member of our accounting firm, you will have the opportunity to develop into a Partner/Director role.The current ownership is planning for succession, and we need someone with strong leadership skills to take over client...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    Job Description">Rec Financial seeks an experienced Finance Administrator to join its team in West Leicester.">The successful candidate will be responsible for managing and maintaining accurate financial records, preparing and issuing invoices, and providing excellent customer service.">Key Accountabilities:">">Perform daily financial tasks, including data...


  • Leicester, Leicester, United Kingdom Office Angels Full time

    Job Title: Financial Operations CoordinatorWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to support our growing team at Office Angels. This role is an exciting opportunity to work directly with our New Build Division and Accounts Manager in Leicester.Job Details:Location: Remote, working 5 hours per week, Monday -...


  • Leicester, Leicester, United Kingdom Select Appointments Full time

    Select Appointments is looking for a highly motivated Financial Operations Coordinator to join our Finance team in Leicester. In this challenging role, you will work closely with the Finance Director and Managing Director to manage ledger accounts.Main Responsibilities:Producing accurate and timely financial reportsManaging cash flow and maintaining positive...


  • Leicester, Leicester, United Kingdom Otis Elevator Co. Full time

    Key ResponsibilitiesWe are seeking a Financial Operations Coordinator to join our team at Otis Elevator Co. As a key coordinator, you will be responsible for managing a large portfolio of customers, dealing with all aspects of credit control to maximize cash collection and minimize risk.You will work closely with our customers and internal stakeholders to...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    About the Role">This finance administration role at Rec Financial offers an exciting opportunity for individuals looking to develop their skills and expertise in a dynamic environment.">The successful candidate will work closely with the Operations Manager to ensure seamless credit control and cash allocation processes.">Main Responsibilities:">">Manage and...


  • Leicester, Leicester, United Kingdom Gleeson Recruitment Group Full time

    Job Overview:We are seeking a highly skilled Financial Transaction Coordinator to join our finance team in Leicestershire. As a key member of our team, you will be responsible for coordinating and processing financial transactions, ensuring that all transactions are accurately recorded and processed in a timely manner.Key Responsibilities:Process and review...