Member Support Coordinator

Cardiff

Competitive Salary

This opportunity would suit someone with experience within financial services, or someone from a similar operational or administrative background, who wants to join a growing business in a support-focused role.

If you enjoy communication, organisation, dealing with queries, and helping to support advisers and firms behind the scenes, this role offers the chance to be part of a well-established business where your work will play an important part in the day to day support of its network.

The business is looking to add a Member Support Coordinator to its Cardiff team as part of its continued growth. This is an opportunity to join an experienced and supportive environment where you will be given training, exposure to a variety of operational tasks, and the chance to develop your knowledge within financial services.

The Business

This is a well-established, FCA-regulated business that combines financial services expertise with a forward-thinking approach to technology and operational support. They have built a strong reputation for supporting advisers and support staff, while maintaining a professional and collaborative culture internally.

The Role

Working as a Member Support Coordinator within this business, you will be part of the team responsible for supporting with a range of operational and administrative tasks.

The role will involve communicating with financial product providers, dealing with member queries, supporting onboarding for both internal and FCA-related purposes, and helping with ad hoc operational support across the team.

This would suit someone who is organised, detail focused, and comfortable communicating by email, telephone, or video call. It is a role where written communication, process handling, and the ability to adapt to new systems and ways of working will all be important.

The Person

To be considered for this role, you should ideally have experience within the IFA or financial advisory sector, although those with experience in a similar operational or administrative position will also be considered.

You should have strong written communication skills, good attention to detail, and the ability to follow, improve, and help create processes. Experience using a CRM system would also be beneficial.

The right person will have a strong work ethic, a positive attitude, and be confident using systems such as Excel, Word, Teams, and Zoom. A relevant degree, diploma, certificate, or similar qualification would also be advantageous.

Benefits

• Competitive salary
• Death in service cover
• Income Protection
• Private Medical Cover and Dental Cover
• On-line GP Service and Employee Assistance Programme
• Employer pension scheme

Applying

To find out more about this opportunity, simply apply here.

One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.