Financial Services Coordinator

2 days ago


King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

At Service Service Employment Agency Limited, we are seeking a highly skilled Financial Services Coordinator to join our team. This is an exciting opportunity for an experienced professional to take on a key role in supporting the delivery of high-quality financial services to our clients.

About the Role
  • This position will involve assisting with the preparation of meeting packs for client meetings, including new business and annual reviews.
  • You will analyze existing products, including investments, pensions, protection, mortgages, and equity release, to ensure accurate and up-to-date information.
  • The successful candidate will schedule and manage follow-up tasks related to client meetings and business submissions using Intelligent Office to monitor and accurately record tasks.
  • Ensuring all client information, including meeting notes, is accurately maintained on Intelligent Office and other systems where appropriate.
About You
  • We are looking for someone with 3+ years' experience in an IFA administration role, preferably with a sound technical knowledge covering pensions, investments, and protection.
  • Mortgage and equity release knowledge is desirable, as is a sufficient understanding of the needs of Financial Services teams, FCA rules, and compliance.
What We Offer
  • A competitive salary ranging from £21,000 to £27,500 per annum, depending on experience and qualifications.
  • A generous holiday package, including 25 days off plus bank holidays.
  • An annual vote on whether to close the office between Christmas and New Year.
  • An annual discretionary bonus, paid for the last 10 years.
  • Free parking at the office.


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