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Financial Planning Coordinator
2 months ago
Job Summary:
Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a Financial Planning Administrator, you will play a crucial role in supporting our financial advisers in creating financial reports, assessing client objectives, and maintaining accurate records.
Key Responsibilities:
- Client Communication: Establish and maintain close contact with clients and colleagues to ensure seamless communication and information exchange.
- Information Retrieval: Retrieve new and historic information about individual clients to support financial planning and reporting.
- Record Keeping: Maintain accurate and up-to-date records of all communications with colleagues, clients, and third parties.
- Financial Report Support: Collaborate with financial advisers to obtain necessary information for creating financial reports.
- Client Assessment: Assess client objectives to identify suitable solutions and create tailored financial plans.
- Suitability Letters: Create and present suitability letters to financial advisers, ensuring compliance with company policy and regulations.
- Additional Support: Provide additional support to financial advisers by acquiring information on business processes, tax, and other relevant fields.
- Regulatory Compliance: Ensure all duties are carried out in accordance with the rules and regulations set out by the Financial Conduct Authority.
- Professional Development: Stay up-to-date with developments in the world of finance to enhance client needs and support business growth.
Requirements:
This is an excellent opportunity to join a growing and established practice, working alongside a team of professionals in a dynamic and supportive environment.
