Financial Services Coordinator
1 day ago
Job Title: Financial Services Coordinator
Job SummaryAscot Lloyd Group seeks an experienced Financial Services Coordinator to provide high-level support to our Financial Advisers and IFA Administrators. This role involves coordinating the preparation of client suitability reports, conducting research, and maintaining accurate records.
We offer a competitive salary of £38,000 - £42,000 per annum, commensurate with experience.
Key ResponsibilitiesYour key responsibilities will include:
- Reviewing fact finds and client risk profiles to understand client requirements
- Conducting thorough research and analysis using industry-leading tools, such as Selectapension and FE Analytics
- Compiling comprehensive suitability reports that meet regulatory standards
- Maintaining accurate records and tracking progress via Intelligent Office
- Collaborating with Financial Advisers and IFA Administrators to ensure seamless client service delivery
To succeed in this role, you will need:
- Financial Planning Diploma qualification or equivalent
- Demonstrable experience in paraplanning roles, with a focus on client support and coordination
- Proficiency in MS Office software applications and industry-specific tools
- Excellent communication and organizational skills, with the ability to multitask and prioritize tasks efficiently
Please note the following requirements:
- Experience working with centralised investment propositions, including single fund multi-asset/multi-manager solutions
- Knowledge of MS Office software applications, particularly Excel and Word
- Able to maintain confidentiality and handle sensitive information with discretion
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