Planning and Policy Coordinator
2 days ago
We are looking for a skilled Planning and Policy Coordinator to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a motivated individual to work in a hybrid working environment with opportunities for career progression.
Key Responsibilities:- Financial Planning Reports: Prepare and package financial planning reports for the financial planners and their clients.
- Policies and Documents: Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
- Client Information Management: Maintain accurate client information and record client interaction on the back office system.
- Annual Reviews: Assist with the annual review process of existing clients.
Candidate Specification:
- Experience with Microsoft Office products including Word, Excel, Outlook, and PowerPoint, or similar tools.
- Excellent organisational skills and a flexible approach to getting the job done.
- Previous experience in the financial services industry.
- Knowledge of the financial services industry.
The estimated salary for this position is £37,000 - £42,000 per annum, depending on experience.
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Production Operations Coordinator
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Financial Services Coordinator
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