Financial Services Coordinator

1 day ago


Doncaster, Doncaster, United Kingdom Lime Search & Select Ltd Full time

Company Overview

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Lime Search & Select Ltd is an Independent Financial Advisory firm based in the UK, providing clients and businesses with expert advice across Pensions, Investments, Retirement, and Estate Planning.

We are seeking a highly skilled IFA Administrator to join our Administration function, supporting Financial Advisers and their clients by producing compliant documentation.

Job Description:

  • Receiving incoming requests and preparing review packs for Financial Advisors to support annual reviews.
  • Obtaining valuations for Pensions, Protection, Savings, and Investment products, and consolidating them for Advisors.
  • Using Intelligent Office to update client records, complete compliance-ready fact finds, and configure navigation.
  • Uploading review pack documentation to a Digital Wealth Management platform for virtual meetings.

Required Skills and Qualifications:

  • Around 1-3 years of experience in Financial Advice or Financial Services.
  • Familiarity with Microsoft Office products like Word, Excel, Outlook, and basic maths and English education.
  • Basic knowledge of Intelligent Office is advantageous.

Benefits:

A competitive £25,000 - £28,000 per year salary is offered for this fixed-term 1-year contract, potentially leading to permanent employment.



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