Financial Planning Coordinator
13 hours ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm near Reigate. As a key member of our administration team, you will play a vital role in supporting our financial planning advisers and paraplanners to deliver high-quality financial advice to our clients.
Key Responsibilities:
- Pre-sale administration, including adding client information to our intelligent office database and creating and updating Wealth Reports.
- Preparing and gathering information, such as LOAs and policy information checklists, for client meetings.
- Meeting preparation and presentation to advisers, ensuring seamless client meetings.
- Basic report writing, including Fund Switches, Reviews, and New Money.
- Conducting basic research using FE, Defaqto, Cashcalc, and other tools.
- Administering new business and review cases, submitting applications to providers, and ensuring cases are in force as soon as possible.
- Maintaining client files, adhering to meeting compliance standards.
- Assisting the specialist paraplanner with investment strategy administration as needed.
- Providing general administrative support when colleagues are absent.
Requirements:
- Minimum 12-24 months of experience in a Financial Planning Advisers environment.
- GCSE English and Math's (C or above).
- Understanding of the financial planning process.
- Excellent written and communication skills.
- Analytical and data interpretation skills.
- Meticulous attention to detail.
- Ability to work independently and as part of a team.
-
Financial Planning Coordinator
2 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeFinancial Planning AdministratorSpecialist Recruit is seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our Wealth Management team, you will play a vital role in supporting our financial planners and paraplanners in delivering exceptional client service.Key Responsibilities:Manage and process...
-
Financial Planning Coordinator
2 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeFinancial Planning AdministratorSpecialist Recruit is seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our Wealth Management team, you will play a vital role in supporting our financial planners and paraplanners in delivering exceptional client service.Key Responsibilities:Manage and process...
-
Financial Planning Coordinator
5 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeFinancial Planning AdministratorSpecialist Recruit is seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our Wealth Management firm, you will play a crucial role in supporting our advisers and paraplanners in delivering exceptional client service.Key Responsibilities:Manage and process...
-
Financial Planning Coordinator
5 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeFinancial Planning AdministratorSpecialist Recruit is seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our Wealth Management firm, you will play a crucial role in supporting our advisers and paraplanners in delivering exceptional client service.Key Responsibilities:Manage and process...
-
Financial Planning Coordinator
6 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob Title: Administrator for Independent Financial AdvisersOur client, a boutique Wealth Management firm, is seeking a skilled Financial Planning Administrator to support their team. This role is 100% office-based during the probation period, with a hybrid schedule of 2 days per week for full-time employees after training.Job OverviewThe successful candidate...
-
Financial Planning Coordinator
6 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob Title: Administrator for Independent Financial AdvisersOur client, a boutique Wealth Management firm, is seeking a skilled Financial Planning Administrator to support their team. This role is 100% office-based during the probation period, with a hybrid schedule of 2 days per week for full-time employees after training.Job OverviewThe successful candidate...
-
Financial Planning Coordinator
4 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob Title: Administrator for Independent Financial AdvisersOur client, a boutique Wealth Management firm, is seeking a skilled Financial Planning Administrator to support their team. This role is 100% office-based during the probation period, with a hybrid schedule of 2 days per week for full-time employees after training.Job OverviewThe successful candidate...
-
Financial Planning Coordinator
4 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob Title: Administrator for Independent Financial AdvisersOur client, a boutique Wealth Management firm, is seeking a skilled Financial Planning Administrator to support their team. This role is 100% office-based during the probation period, with a hybrid schedule of 2 days per week for full-time employees after training.Job OverviewThe successful candidate...
-
Financial Planning Coordinator
5 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our team, you will play a vital role in supporting our financial planning advisers and paraplanners in delivering exceptional client service.The ideal candidate will have a minimum of 12 months to 2...
-
Financial Planning Coordinator
5 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our team, you will play a vital role in supporting our financial planning advisers and paraplanners in delivering exceptional client service.The ideal candidate will have a minimum of 12 months to 2...
-
Financial Planning Coordinator
2 weeks ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob OverviewOur boutique Wealth Management firm is seeking a skilled Financial Planning Administrator to provide high-quality support to our advisers and paraplanners. This role is 100% office-based during the probation period, followed by a hybrid schedule of 2 days per week for full-time employees.**Key Responsibilities:**Manage and process pre-sale and...
-
Financial Planning Coordinator
1 week ago
Reigate, Surrey, United Kingdom Cameron James Full time{"title": "Client Support Role", "subtitle": "Support our Financial Advisers and clients", "content": "We are seeking a highly organized and detail-oriented individual to join our Client Support Team as a Client Support Administrator Hybrid. In this role, you will provide administrative support to our Financial Advisers and clients, ensuring seamless...
-
Financial Planning Coordinator
1 week ago
Reigate, Surrey, United Kingdom Cameron James Full time{"title": "Client Support Role", "subtitle": "Support our Financial Advisers and clients", "content": "We are seeking a highly organized and detail-oriented individual to join our Client Support Team as a Client Support Administrator Hybrid. In this role, you will provide administrative support to our Financial Advisers and clients, ensuring seamless...
-
Experienced Financial Services Coordinator
2 weeks ago
Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Experienced Financial Services CoordinatorCompany: Artemis Recruitment Consultants LtdJob Type: Full-timeLocation: Remote (with occasional on-site meetings)About the Role:We are seeking an experienced Financial Services Coordinator to join our team. As a key member of our financial services team, you will be responsible for...
-
Experienced Financial Services Coordinator
2 weeks ago
Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Experienced Financial Services CoordinatorCompany: Artemis Recruitment Consultants LtdJob Type: Full-timeLocation: Remote (with occasional on-site meetings)About the Role:We are seeking an experienced Financial Services Coordinator to join our team. As a key member of our financial services team, you will be responsible for...
-
Financial Services Coordinator
1 week ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeOur esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...
-
Financial Services Coordinator
1 week ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeOur esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...
-
Financial Services Coordinator
2 weeks ago
Reigate, Surrey, United Kingdom Specialist Recruit Full time**Job Summary**Specialist Recruit is seeking a highly skilled and organized Financial Services Coordinator to join our team. As a key member of our financial planning company, you will provide exceptional administrative support to our Financial Advisers and clients.Key Responsibilities:Support the Financial Advisers by providing full administrative support...
-
Financial Services Coordinator
2 weeks ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeOur esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...
-
Financial Services Coordinator
2 weeks ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeOur esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...