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- Tasks: Support Financial Advisers and Paraplanners to deliver exceptional client experiences.
- Company: Join a dynamic financial services team focused on growth and client satisfaction.
- Benefits: Gain valuable experience, develop skills, and work in a supportive environment.
- Why this job: Make a real impact by enhancing client relationships and contributing to team success.
- Qualifications: GCSEs in Maths and English; experience in financial services preferred.
- Other info: Opportunity for career development and training within a collaborative team.
The predicted salary is between 28800 - 43200 £ per year.
Reporting to: Financial Services Administration Manager
Date of Issue: February 2026
Role objective
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.
Key responsibilities
- 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 hr@shackletonadvisers.co.uk
Financial Services Co-ordinator in Sheffield employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Co-ordinator in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Services Co-ordinator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your skills can enhance their client experience. This will help you stand out as someone who’s genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a Financial Services Co-ordinator, you'll need to liaise with clients and colleagues alike. Role-play common interview questions with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re keen on joining our team at StudySmarter, which is always a bonus!
We think you need these skills to ace Financial Services Co-ordinator in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Co-ordinator role. Highlight relevant experience in financial services administration and any specific skills that match the job description. We want to see how you can contribute to our team!
Showcase Your Skills: Don’t forget to showcase your problem-solving skills and ability to handle high volumes of work. Use examples from your past experiences to demonstrate how you've successfully managed similar tasks. This will help us see you in action!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. We love seeing enthusiasm and a personal touch, so let your personality come through!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the specific tools mentioned in the job description, like Intelligent Office. Being able to discuss these confidently will show that you're not just a candidate, but someone who understands the industry.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've successfully managed multiple tasks or projects in the past. This role requires excellent organisational skills, so be ready to share specific instances where you prioritised effectively and met deadlines.
✨Showcase Your Communication Skills
Since this position involves liaising with clients and third parties, practice articulating your thoughts clearly. Think of scenarios where you adapted your communication style for different audiences, and be prepared to discuss them during the interview.
✨Be a Team Player
Highlight your experience working collaboratively in teams. Share examples of how you've supported colleagues or contributed to team projects, as this role values strong interpersonal relationships and teamwork.