Financial Services Coordinator

6 days ago


Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time
Job Description

The role of a Financial Services Administrator in Eden Resourcing's team involves supporting two experienced Financial Advisers. As a key member of the team, you will be responsible for providing holistic support to ensure seamless operations.

This Senior IFA Administration position requires a professional and proactive individual who can effectively manage various tasks. Key duties include:

  • Issuing signed letters of authority and transfer of agency documentation to providers and obtaining policy information.
  • Obtaining illustrations, key features documentation, fund factsheets, KIIIDs, and application forms from platforms/providers as required.
  • Reviewing meeting preparation by producing valuations and ensuring correct documentation is gathered (risk profiling, factfind, client agreements etc).
  • Completing product application forms, trust documentation, and new business submissions (platforms).
  • Monitoring and oversight of new business applications and fees.

To succeed in this role, you should possess:

  • A good working knowledge of Microsoft Office & Outlook.
  • Relevant experience within an IFA environment.
  • A positive can-do attitude.

You will be part of a forward-thinking and innovative firm working in a vibrant team, continuously striving to improve and develop services for clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.



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