Financial Planning Coordinator

3 weeks ago


Borehamwood, Hertfordshire, United Kingdom Twentyfour Recruitment Ltd Full time

We are pleased to announce an opportunity for a Financial Planning Coordinator to become part of a thriving financial services organization.

This position is designed for individuals who excel in collaborative environments and are eager to support financial advisors in their daily operations.

The successful applicant will possess robust administrative skills, demonstrating the capacity to adhere to strict deadlines while effectively resolving issues.


Primary Responsibilities:
  • Oversee client documentation and advisory reports
  • Manage client pension schemes and investment portfolios
  • Organize and facilitate annual client assessments
  • Communicate with product suppliers and essential partners
  • Stay informed about FCA regulations and internal compliance standards
  • Schedule client consultations and meetings
  • Address inquiries from current clients and potential new business
  • Interact with clients and external service providers
  • Ensure the accuracy and currency of client, policy, and advisor fee records
  • Maintain client information within the back-office management system
  • Prepare precise documentation for client discussions
  • Serve as the primary contact for both prospective and existing clients

Essential Skills:
  • Proven administrative experience
  • Exceptional organizational abilities
  • Proficient IT skills with a solid understanding of relevant systems
  • Strong communication capabilities
  • Team-oriented mindset with a positive and proactive approach

TwentyFour Recruitment is committed to equal employment opportunities. We encourage candidates whose qualifications align with the above description to consider this role.



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