Financial Planning Coordinator
2 months ago
We are currently recruiting for a highly regarded Financial Planning practice based in the UK who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Key Requirements and Skills:
They will be part of an administration team, supporting in all day-to-day tasks. This will include
- General Administration duties
- Handling incoming mail, scanning, filing
- Arranging client meetings
- Preparing client files for meetings
- Processing new business
- Maintaining client files, database management
- Corresponding with clients
- The updating of fact finds and AML checks
- Preparing valuations
- Obtaining quotations
- Liaising with providers
It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.
Experience in the use of document management systems is an advantage as is the use of financial planning software like Xplan, Adviser Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications or a plan to study for these to enhance their career prospects.
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Financial Planning Coordinator
2 months ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Financial Planning Administrator to support our Financial Planning practice in St. Albans. The ideal candidate will have previous experience working for a Financial Adviser and be comfortable dealing with client queries and general assistance.This role is a key part of our Financial Planning process, and we require a confident and...
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Financial Planning Coordinator
2 months ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Financial Planning Administrator to support our Financial Planning practice in St. Albans. The ideal candidate will have previous experience working for a Financial Adviser and be comfortable dealing with client queries and general assistance.This role is a key part of our Financial Planning process, and we require a confident and...
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Financial Planning Coordinator
1 month ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking an experienced Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be part of a highly regarded Financial Planning practice based in St. Albans, supporting in all day-to-day tasks.Key Responsibilities:General Administration dutiesHandling incoming mail, scanning, filingArranging client...
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Financial Planning Coordinator
1 month ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking an experienced Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be part of a highly regarded Financial Planning practice based in St. Albans, supporting in all day-to-day tasks.Key Responsibilities:General Administration dutiesHandling incoming mail, scanning, filingArranging client...
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Financial Planning Coordinator
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St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice in St. Albans.This is a key role in the Financial Planning process, and we require a confident and professional individual who is...
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Financial Planning Coordinator
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St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice in St. Albans.This is a key role in the Financial Planning process, and we require a confident and professional individual who is...
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Financial Planning Coordinator
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