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Financial Planning Coordinator

2 months ago

Manchester, United Kingdom recruitment22 Full time

This is a fantastic opportunity to join a leading Financial Advice firm, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within.

About the Company

Our company provides high-quality Independent Financial Advice to a diverse demographic of clients and has over £1BN under influence. We also offer corporate services and have a dedicated Employee Benefits Team.

As a Financial Planning Coordinator, you will provide first-class administration support to a team of Financial Advisers and Paraplanners, ensuring that clients receive a positive and the best possible experience ongoing.

Key Responsibilities

  • Compile Letters of Authority, sending to Insurance Providers and collating policy information when received for Paraplanners, Financial Advisers
  • Process New Business Applications in agreed timeframe
  • Ensure all new business submitted to the insurance providers is fully completed and compliant
  • Update New Business Register and back-office system with new application information
  • Monitor new business progress and chase outstanding documentation on behalf of the Financial Advisers
  • Check accuracy of Policy Documentation
  • Produce Portfolio Valuations and Summary Reports for Financial Adviser review meetings
  • General client servicing, change of policy information
  • General administration duties

Benefits and Package

  • Full-time, permanent position
  • Salary £26,000 to £30,000 per annum, depending on experience
  • Hybrid working available, 3 days office-based and 2 working from home
  • Flexible hours available after probation, subject to your requested hours being available within the team
  • 4 x DIS
  • AE Pension from day 1, 5% and 5% pension enhancement after 12 months
  • Private Medical Insurance

If you have worked in a Financial Advisers previously in a similar Administration, Adviser Support or Client Servicing role, please click apply now to upload your CV and we will be in touch if you have been successfully shortlisted.