Planning and Policy Coordinator

2 days ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

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:
  1. Financial Planning Reports: Prepare and package financial planning reports for the financial planners and their clients.
  2. Policies and Documents: Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
  3. Client Information Management: Maintain accurate client information and record client interaction on the back office system.
  4. Annual Reviews: Assist with the annual review process of existing clients.

Candidate Specification:

  1. Experience with Microsoft Office products including Word, Excel, Outlook, and PowerPoint, or similar tools.
  2. Excellent organisational skills and a flexible approach to getting the job done.
  3. Previous experience in the financial services industry.
  4. 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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