Financial Planning Coordinator

1 month ago

Dunfermline, Fife, United Kingdom Thomson Cooper Full time
Financial Planning Administrator

Thomson Cooper is a leading wealth advisory department within Thomson Cooper Accountants, dedicated to providing comprehensive and personalized financial planning services to our clients. We are seeking a skilled and detail-oriented Financial Planning Administrator to join our dynamic team.

Key Responsibilities:
  • Client Account Management:
    • Assist in the opening, closing, and maintenance of client accounts.
    • Ensure accurate and up-to-date client records in compliance with regulatory standards.
    • Process account transactions and maintain documentation.
  • Documentation and Compliance:
    • Prepare and review financial planning documents, ensuring accuracy and completeness.
    • Stay informed about regulatory changes and ensure compliance with industry standards.
    • Collaborate with the compliance team to address any documentation or regulatory issues.
  • Client Communication:
    • Act as a point of contact for clients, responding to inquiries and providing assistance as needed.
    • Coordinate client meetings and appointments, ensuring timely and efficient communication.
    • Prepare and distribute client communication materials.
  • Data Management and Reporting:
    • Maintain accurate and organized client data in our systems.
    • Experience of provider platforms such as Quilter, AJ Bell, Standard Life, Utmost International.
    • Generate reports and analysis as required by financial advisors or management.
  • Team Collaboration:
    • Collaborate with financial advisors and other team members to ensure seamless workflow.
    • Provide administrative support to the financial planning team as needed.
    • Participate in team meetings and training sessions.
Requirements:
  • Previous experience in a similar role within the financial services industry.
  • Proficient in using financial planning software and Intelligent Office.
  • Knowledge of UK financial regulations and compliance standards.
  • Strong organizational and multitasking skills with acute attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to work collaboratively in a team environment.
Benefits:
  • A competitive salary.
  • Hybrid, agile and flexible working practices.
  • Student Mentoring programme.
  • Study support package, if applicable.
  • Access to paid CPD training and payment of subscriptions to professional bodies.
  • Workplace Pension and 3 x Life Cover.
  • Access to our Employee Assistance Programme.
  • Access to our Reward Gateway.
  • Regular one to one meetings to assist personal development.
  • Opportunity to participate in our Healthy Working Lives or ESG Groups.

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