Financial Planning Coordinator

7 days ago


Basingstoke, Hampshire, United Kingdom Financial Divisions Full time

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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