Financial Services Co-ordinator

Job title: Financial Services Co-ordinatorReporting to: Financial Services Administration Manager
Date of Issue: February 2026

As a Financial Services Co-ordinator you will provide essential support to a growing team of Financial Advisers and Paraplanners, helping to deliver an exceptional client experience.

• Assist with annual review reports, including updating the back-office system and preparing review documentation.
• Coordinate client communications by sending review invitations and meeting confirmations via email and letter.
• Schedule Financial Adviser activities and client meetings (First Appointments, Presentations, Annual Reviews) and accurately record these in the system.
• Support new business submissions by completing and distributing documentation, tracking progress, and ensuring accurate system updates.
• Handle inbound and outbound queries from internal teams, clients, and third-party providers.
• Contribute to ongoing operational servicing of existing clients, including preparing review reports, issuing recommendation reports, and processing withdrawal requests.
• Liaise with third parties regarding letters of authority, policy information requests, fund switches, and transfer instructions.
• Contributing to the development of the department in terms of service delivery, efficiency, compliance and effectiveness. This will involve inclusion on improvement projects and procedural updates within the team and across the business.
• Within time supervise the work of other individuals in the team and assist with training of new colleagues.
• Build strong client relationships to enhance their overall experience.

This job description may be reviewed and subsequently amended to better reflect any changes required in the role.

Qualifications

• GCSEs (or equivalent) in Maths and English at grades A – C (or equivalent).

Knowledge and experience

• Financial Services Administration experience within the investment / wealth management sector.
• A high standard of compliance and regulatory knowledge.
• Excellent problem solving skills and ability to deal with high volumes of work.
• Experience using client management / financial planning tools.
• Experience/knowledge of dealing with the complexities relating to handling vulnerable clients.
• Ability to organise and prioritise workload.
• Ability to use Microsoft Word and Excel and demonstrate excellent written skills.
• Experience with Intelligent Office is preferred for the role.

Personal Skills

• Team player – Works collaboratively and supports colleagues.
• Ability to communicate effectively (both oral and written) with internal colleagues and external stakeholders across all levels of seniority – Adapts communication style to suit different audiences.
• Accountable – Takes ownership and delivers on commitments.
• Enthusiastic self-starter – Proactive and motivated to learn and develop.
• Ability to build effective working relationships – Builds trust and rapport quickly.

If you are interested in learning more about this role or want to apply, please send your CV/Application to