Financial Planning Coordinator
4 weeks ago
We are seeking an experienced administrator to support our Financial Planners in day-to-day tasks and activities, upholding the highest standards with clients.
Key Responsibilities:
- Manage and maintain the back-office system, ensuring accurate and timely data entry and consolidation of adviser fee income.
- Collate and forward provider statements, client attitude to risk questionnaires, and letters of authority as required.
- Chase and consolidate information received from third parties, ensuring seamless communication with clients.
- Utilize platforms such as Transact and AJ Bell Investcentre to support the team's activities.
- Develop and maintain general IT skills, including proficiency in Word and Excel.
Requirements:
- Experience with Intelligent Office (Intelliflo) and other relevant software.
- Strong organizational and communication skills, with the ability to work effectively in a team environment.
- Ability to maintain confidentiality and handle sensitive information with discretion.
About Us:
Our client is a reputable financial advisory business with a strong reputation in the industry. We offer a supportive and dynamic work environment, with opportunities for growth and development.
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