Financial Services Coordinator
1 day ago
Company Overview
">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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