Financial Services Coordinator
4 days ago
We are seeking an experienced IFA Administrator to join our well-established Colchester Office.
Purpose of the Role:To provide administrative support to Independent Financial Advisers in delivering high-quality services to clients through client-related tasks, review work, reporting, and implementation.
The ideal candidate will possess strong organisational skills, attention to detail, and excellent communication abilities.
Key Responsibilities:- Client File Preparation: Prepare client files for annual or half-yearly reviews, ensuring all necessary documentation is complete and up-to-date.
- Administrative Support: Provide administrative assistance to Independent Financial Advisers, including data entry, filing, and other clerical tasks.
- A certificate in financial services (desired).
- Proficiency in Microsoft Office and industry technical software packages.
- Strong teamwork and flexible approach skills.
- Life cover equivalent to 4 times salary (£**,*,***).
- Flexible benefits scheme, including options to purchase dental cover, cycle to work scheme, and additional annual leave.
- Shopping discounts platform.
- Support for professional qualifications, with study leave and financial assistance for exam materials.
- Enhanced maternity and paternity leave.
- Health Care Cash Plan.
- Employer pension contributions.
- Hybrid working arrangement (3 days in office, 2 days from home, post probation).
- Standard working hours: 9am - 5pm, Monday to Friday.
Our client is a successful Independent Financial Advice Practice with offices throughout East Anglia, managing over £1 billion in funds.
The company values its sizeable group of over seventy employees, who remain a small and personable collective of like-minded professionals dedicated to serving their clients.
The team operates in a dynamic environment, fostering a culture of innovation, collaboration, and mutual respect.
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