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Financial Planning Coordinator
2 months ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm.
Key Responsibilities:- Provide financial planning support to advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice.
- Prepare for client meetings, manage and process pre-sale and post-sale administration to ensure cases are progressed efficiently.
- Complete pre-sale administration tasks, including adding client information to the intelligent office database, creating and updating Wealth Reports, LOAs, and policy information checklists.
- Assist with new business and review case administration, submitting applications to providers, and ensuring cases are in force as soon as possible.
- Support specialist paraplanners with investment strategy administration and assist with general administration duties when colleagues are absent.
- Minimum of 12-24 months' experience in a Financial Planning Advisers environment.
- GCSE English & Math's (C or above).
- Understanding of the financial planning process.
- Strong analytical and data interpretation skills.
