Financial Planning Coordinator
7 days ago
Job Title: Financial Planning Coordinator
Job Type: Full-time
Company: Financial Divisions
Location: Remote (with occasional office visits)
Job Description:
We are seeking an experienced Financial Planning Coordinator to join our team at Financial Divisions. As a key member of our administrative team, you will provide end-to-end administrative support to our financial planners, ensuring the smooth operation of our wealth planning business.
Key Responsibilities:
- Provide administrative support to financial planners, including drafting letters of authority, creating meeting packs, and updating our internal CRM system.
- Answer client queries and respond to correspondence in a timely and professional manner.
- Communicate with providers and other stakeholders to resolve administrative issues.
- Assist with ad-hoc administrative tasks to support the smooth flow of our support function.
Requirements:
- At least 2 years of experience in a similar administrative role.
- Excellent communication and organizational skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office and CRM systems.
What We Offer:
- A competitive salary of £30k - £33k depending on experience.
- A comprehensive benefits package.
- The opportunity to work with a reputable and established financial services company.
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