Financial Planning Coordinator
3 days ago
Job Role: Financial Planning Coordinator
Salary: Competitive
Location: Leicester
Pertemps Bond is seeking a highly organized and detail-oriented Financial Planning Coordinator to support our team of experienced financial planners.
Key Responsibilities:
- Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and addressing client inquiries.
- Documentation Management: Prepare, review, and process financial planning documents, ensuring accuracy and compliance with regulations.
- Data Management: Maintain and update client records, financial plans, and related documents in our CRM system.
- Scheduling and Coordination: Organize appointments, manage calendars, and coordinate meetings between clients and planners.
- Compliance Monitoring: Ensure that all client files and processes adhere to industry regulations and company standards.
Requirements:
- Strong organizational skills with a keen eye for detail.
- Excellent communication skills, both written and verbal.
- Proficiency with financial software and CRM systems.
- Ability to manage multiple tasks and prioritize effectively.
- A background in finance, administration, or a related field is preferred.
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