Financial Services Coordinator

3 weeks ago


Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full time

About Recruit UK | Certified B Corp

We specialize in connecting talented professionals within the financial services industry. With over 100,000 financial services connections, we leverage our extensive network to match professionals with roles suited to their skills and aspirations.

This role is ideal for an experienced Financial Planning Administrator seeking a challenging opportunity to support Financial Advisers in delivering exceptional client service. As an IFA Administrator, you will play a pivotal role in ensuring the quality of service is maintained to the highest standards.

Key Responsibilities:

  • Process new business, manage valuations and projections, and maintain accurate records in the back-office system.
  • Handle client and provider communications, including answering calls, preparing suitability documents, and following up on outstanding remuneration.
  • Ensure compliance with company standards, managing post and prioritizing tasks for assigned clients.
  • Prepare meeting packs and documentation for client meetings within designated timelines.

Benefits:

  • A competitive salary of £32,000 (dependent on qualifications and experience)
  • 30 days' holiday
  • Hybrid working
  • Growth opportunities into Paraplanning or Advice
  • 10% pension

Required Skills and Qualifications:

  • Experience in Financial Planning Administration providing support to Financial Advisers.
  • Solid understanding of Investments to support informed client interactions.
  • Knowledge of Intelligent Office is advantageous but not essential.
  • Strong organisational skills with an ability to manage multiple tasks efficiently.


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