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Financial Planning Coordinator

2 months ago

London, Greater London, United Kingdom Blakemore Recruitment Full time

Position: Financial Planning Administrator

Company: Blakemore Recruitment, a distinguished financial advisory firm

This reputable organization is dedicated to delivering tailored financial planning and investment management solutions to both individual clients and institutions. Their expertise encompasses a broad spectrum of financial services, including retirement planning, asset safeguarding, tax-efficient strategies, and investment oversight. The team is composed of seasoned professionals committed to assisting clients in reaching their financial aspirations while fostering enduring relationships.

Key Responsibilities:

  • Offer administrative and analytical assistance to financial planners and clients
  • Efficiently manage workloads and prioritize tasks
  • Process new business inquiries and service requests in accordance with company protocols
  • Accurately prepare documentation and meeting materials in a timely manner
  • Establish and maintain relationships with product providers, serving as a primary contact for clients
  • Ensure adherence to company policies and regulatory requirements
  • Address client inquiries and oversee cash management
  • Participate in relevant meetings and industry conferences

Essential Skills:

  • Meticulous attention to detail with strong organizational capabilities
  • Excellent verbal and written communication skills
  • Ability to handle multiple tasks and demonstrate initiative
  • Proficient in Microsoft Word, Excel, and Outlook
  • Experience in administrative roles within the financial services sector
  • Familiarity with client relationship management systems