Financial Planning Coordinator

2 hours ago

Woking, Surrey, United Kingdom Financial Divisions Full time
Join Our Team as a Financial Planning Administrator

We are seeking an experienced Financial Planning Administrator to join our team at Financial Divisions. As a key member of our operations team, you will play a vital role in supporting our financial planners and ensuring the smooth delivery of our services.

About the Role:

  • Provide administrative support to our financial planners, including preparing and maintaining client files, and coordinating meetings and appointments.
  • Assist with the preparation of financial plans, including data analysis and report writing.
  • Develop and maintain relationships with clients, including responding to queries and providing updates on their financial plans.
  • Contribute to the development and implementation of new processes and procedures to improve the efficiency and effectiveness of our operations.

About Us:

Financial Divisions is a boutique wealth management firm that provides personalized financial planning and investment advice to high net worth individuals and families. We are committed to delivering exceptional service and building long-term relationships with our clients.

What We Offer:

  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic and supportive team.
  • Professional development and training opportunities.
  • A collaborative and inclusive work environment.

Requirements:

  • Relevant experience in a financial planning or administration role.
  • Strong communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Proficiency in Microsoft Office and other software applications.

How to Apply:

If you are a motivated and organized individual with a passion for financial planning, please submit your application, including your resume and a cover letter, to [insert contact information].

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