Financial Services Coordinator

1 day ago


Leicester, Leicester, United Kingdom Ascot Lloyd group Full time

Job Title: Financial Services Coordinator

Job Summary

Ascot 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 Responsibilities

Your key responsibilities will include:

  1. Reviewing fact finds and client risk profiles to understand client requirements
  2. Conducting thorough research and analysis using industry-leading tools, such as Selectapension and FE Analytics
  3. Compiling comprehensive suitability reports that meet regulatory standards
  4. Maintaining accurate records and tracking progress via Intelligent Office
  5. 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
Requirements

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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