Senior Financial Services Coordinator

2 days ago


Manchester, United Kingdom IDEX Consulting Full time
About the Role

We are seeking a highly skilled Senior Financial Services Coordinator to join our team at IDEX Consulting in Manchester. As a key member of our financial advisory business, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.

Key Responsibilities
  • Providing technical support to financial planners, including research and administration tasks.
  • Producing detailed client suitability reports and presentations that meet compliance standards.
  • Assisting in managing client relationships, making calls, and recording evidence.
  • Maintaining accurate records and liaising with advisers on case updates.
  • Prioritizing workload to meet deadlines and taking on occasional project work.
Requirements
  • Excellent knowledge of financial services areas (investment, pensions, protection) and strong compliance skills.
  • Excellent communication and interpersonal skills for effective collaboration.
  • A good understanding of the financial planning process and familiarity with the financial services industry.
  • Strong report writing skills and high technical knowledge.
  • Good IT skills and ability to plan and prioritize own workload.

Estimated salary: £42,500 - £62,000 per annum.



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