Job description


Financial Services Coordinator (3521)

We’re a national law firm with a local reach. Our philosophy is ‘Expert Hand, Human Touch’ – something you’ll find in the way we work with our clients and how we support our teams. But, we’re more than just a law firm – we’re a team, working together to help individuals and businesses navigate life’s ups and downs.

Whichever team you join, working here you’ll feel a part of our friendly and inclusive environment. We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things, and make a real difference to our clients and communities.

The work we do has been recognised in the awards we’ve won. We’re committed to being even better, and our awards help to show we’re on the right track.

We recognise that the office 9-5 isn’t for everyone. That’s why we’ve introduced ‘Flexible by Choice’. Whether it’s working from home, in our offices, or a combination of the both, we trust each other to support our clients, colleagues and communities at the right time, in the right way.

About Us

IM Asset Management Limited (IMAML) is an integrated Financial Planning and Private Client Investment Management company providing planning and investment services to both professionals and individuals.  IM Asset Management Limited part of the Irwin Mitchell Group (a leading UK law firm), delivering services to clients both from within and external to the group. 

With £1bn of assets under management across in excess of 900 clients IM Asset Management has ambition to accelerate its recent successful growth.  

IMAML is part of the Irwin Mitchell Group. Working here you’ll feel a part of our friendly and inclusive environment. We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things, and make a real difference to our clients and communities.

Your Role and What You'll Be Doing
  • Financial Planner activity scheduling and client meeting co-ordination (First Appointments, Presentation meetings and Annual Reviews) and recording such activities.
  • Supporting compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly.
  • Acting as the primary interface for inbound / outbound queries from both internal and external clients together with third party providers.
  • Having responsibility for the 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.
  • 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.
About You
  • Financial Services Administration experience preferably from within the wealth management or investment sector.
  • A high standard of compliance and regulatory knowledge.
  • Experience using client management / financial planning tools.
  • Familiarity of dealing with third parties to commence transfer proceedings, instructing fund switches and/or change servicing rights.
  • Excellent problem solving skills and ability to deal with high volumes of work.
  • Ability to use Microsoft Word and Excel and demonstrate excellent written skills.
What we can offer you
  • 25 days annual leave, with the opportunity to buy additional leave
  • Two fundraising days in a year to give back to the community (fully paid!)
  • Westfield Health membership, offering discounted leisure and travel and refunds on medical services

We also offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace as well as flexible working options to ensure that you are fully supported to work the way that best suits you. Our social responsibility programme is fundamental to who we are. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish. We have a range of groups to celebrate our people across sexuality, disability, age, gender and culture. 

We welcome applications from all diversity groups and backgrounds. We’re committed to enabling everyone to thrive and understanding and celebrating our differences is a key part of that. We’re proud of our work on the Disability Confident scheme, on the Race At Work Charter and as Stonewall Diversity Champions. We also have a range of networks for LGBT+, disability, generations, gender, social mobility, ethnicity, faith and culture to celebrate our people and to enable everyone to thrive.


Additional Information

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

Depending on the role you apply for we may carry out checks that will establish your eligibility to work in the UK, and criminal record check and financial checks ­with a credit reference agency will also be undertaken.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.

Close map

We're proud of our values, and we're looking for people who share them

  • Sub-Department:
    IM Asset Management
  • Sub-Division:
    IM Asset Management
  • Company:
    IM Asset Management
  • Working Hours:
    Full Time
  • Vacancy Type:
  • :
    Flexible, Sheffield
  • Salary:
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