Financial Planning Coordinator

7 days ago


Altrincham, Trafford, United Kingdom Reed Full time
Job Summary

We are seeking a highly skilled and detail-oriented Financial Planning Coordinator to join our team at Reed. As a key member of our financial operations team, you will be responsible for assisting in the preparation of client reports and financial plans, conducting thorough research on financial products and investment opportunities, and collaborating with our team of financial advisors to ensure efficient workflow and client service.

Key Responsibilities
  • Financial Planning and Reporting: Assist in the preparation of client reports and financial plans, ensuring accuracy and attention to detail.
  • Financial Research: Conduct thorough research on financial products and investment opportunities, staying up-to-date with market trends and regulatory changes.
  • Team Collaboration: Collaborate with our team of financial advisors and administrative staff to ensure efficient workflow and client service.
  • Client Data Management: Manage and process client data using our back office system, ensuring data accuracy and security.
  • Financial Analysis: Analyze financial data and create reports using FE Analytics, providing insights and recommendations to our financial advisors.
Requirements
  • Education and Qualifications: A keen interest in financial planning and a desire to develop into a paraplanner or advisor role.
  • Skills and Experience: Strong analytical and research skills, excellent attention to detail and organisational abilities, ability to work effectively within a team environment, proficiency in using financial platforms and back office systems, and familiarity with FE Analytics or similar research tools.
  • Communication and Interpersonal Skills: Good communication skills, both written and verbal, with the ability to build strong relationships with clients and colleagues.
Benefits
  • Competitive Salary: A competitive salary with team bonus.
  • Holiday and Pension Scheme: 24 days holiday and a company pension scheme.
  • Income Protection and Life Cover: Income Protection - 75% of salary and Group life cover (death in service) - 4x salary.


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