Financial Planning Coordinator

3 weeks ago


Colchester, Essex, United Kingdom enable recruitment | B Corp™ Full time
Position Overview

We are pleased to collaborate with a reputable financial advisory firm, recognized for its client-focused philosophy and robust team dynamics. This organization fosters a highly supportive and cooperative work atmosphere, where every team member is appreciated and encouraged to develop their skills. An exciting opportunity has emerged to become part of the team as a Financial Planning Coordinator.

The workplace culture emphasizes mutual respect, ongoing education, and a collective dedication to excellence. If you have a passion for financial advisory services and seek a role in a vibrant, welcoming, and professional environment, we invite you to explore this opportunity.

Key Responsibilities:

  • Deliver administrative assistance to financial advisors.
  • Prepare and oversee client documentation, ensuring precision and adherence to regulations.
  • Maintain client databases and update internal records.
  • Organize and schedule client consultations.
  • Support the creation of reports and presentations.
  • Address client inquiries and provide outstanding customer service.

Qualifications:

  • Prior experience in a financial advisory or related administrative capacity.
  • Solid understanding of the advisory process.
  • Exceptional organizational and multitasking abilities.
  • Strong communication and interpersonal skills.
  • Familiarity with financial planning software (preferred).
  • Meticulous attention to detail and a commitment to accuracy.

Benefits:

  • Attractive salary and benefits package, including life insurance and healthcare options.
  • Opportunities for professional growth and career progression.
  • A positive and inclusive workplace culture.
  • Supportive team environment with regular team-building initiatives.
  • Modern office amenities with convenient access.
  • Flexible working arrangements.

And much more awaits you.

Next Steps:

If you are enthusiastic about financial planning and wish to join a dynamic, culture-driven firm, we encourage you to consider this opportunity.



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