Trainee FS Coordinator

3 weeks ago

Sheffield, United Kingdom Irwin Mitchell Full time

Your Role

As a Trainee FS Coordinator, you will be trained in all aspects of client service administration, providing support to a growing team of Financial Planners, Para planners and Coordinators.

Full training and support will be provided in order to progress into the FS Coordinator role.

What You'll Be Doing

To deal with incoming post on behalf of the FS Coordinator team and wider business. Supporting the coordinator team with annual review reports including adding relevant information to the CRM system and preparing review pack documentation. Working with the coordinator team to send review invitations and confirmations of meetings via email/letters. Financial Planner activity scheduling and client meeting co-ordination (First Appointments, Presentation meetings and Annual Reviews) and recording such activities. Assisting with new business submissions by completing and distributing internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly. Supporting the team with inbound / outbound queries from both internal and external clients together with third party providers. Involved in ongoing operational and administrative servicing of existing clients specifically preparation of client review reports, issuing recommendation reports and processing withdrawal requests. Liaising with third parties regarding letters of authority; requesting policy information, fund switches and instructing transfers of stock and/or cash. Progress into a FS Coordinator role. Start to build relationships with clients to enhance their experience with IMAM. About You

Sector/ Industry Specific:

Experience of operating in a regulated environment, especially the Financial Services industry, would be a strong advantage but not essential.

Interpersonal Skills:

Team player Ability to communicate effectively (both oral and written) with internal colleagues and external stakeholders across all levels of seniority Accountable Enthusiastic self-starter Ability to build effective working relationships Our Benefits - What We Can Offer You 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too. Generous and flexible pension schemes. Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid) Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim. 

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

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