Financial Planning Support Coordinator

14 hours ago


Reigate, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time
Financial Planning Support Administrator

We are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Support Administrator. As a key member of our team, you will provide administrative support to our advisors, ensuring the smooth operation of our financial planning services.

Key Responsibilities:
  • Provide exceptional client service, responding to phone calls, emails, and face-to-face interactions in a professional and friendly manner.
  • Organize and coordinate appointments and meetings, ensuring diaries are up-to-date and clients are informed.
  • Collate and present information for meetings, creating professional and client-friendly portfolio details.
  • Contribute to projects and initiatives, working collaboratively with the team to achieve deadlines and client requests.
  • Support the development of team members, providing guidance and training as needed.
What We Offer:
  • A supportive and collaborative team environment.
  • Opportunities for professional growth and development, including fully funded study and exams.
  • A competitive salary and benefits package.

We are looking for a motivated and enthusiastic individual who is passionate about delivering exceptional customer service. If you are a team player with excellent communication skills, we would love to hear from you.



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