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Financial Planning Coordinator

2 months ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time
Job Title: Administrator for Independent Financial Advisers

Our client, a boutique Wealth Management firm, is seeking a skilled Financial Planning Administrator to support their team. This role is 100% office-based during the probation period, with a hybrid schedule of 2 days per week for full-time employees after training.

Job Overview

The successful candidate will provide financial planning support to advisers, paraplanners, and the practice, ensuring clients receive high-quality financial advice. Key responsibilities include preparing for client meetings, managing pre-sale and post-sale administration, and processing cases through the pipeline efficiently.

Key Responsibilities
  • Complete pre-sale administration, adding client information to the intelligent office database and creating/updating Wealth Reports.
  • Prepare and gather information, such as LOAs and policy information checklists.
  • Conduct meeting prep and present to advisers for client meetings.
  • Write basic reports, including Fund Switches, Reviews, and New Money.
  • Conduct basic research using FE, Defaqto, Cashcalc, and other tools.
  • Administer New Business and Review Cases, submitting applications to providers and ensuring cases are in force as soon as possible.
  • Prepare and maintain client files, adhering to meeting compliance standards.
  • Assist the specialist paraplanner with investment strategy administration as needed.
  • Support general administration duties when colleagues are absent.
Essential Qualifications
  • Minimum 12-24 months' experience in a Financial Planning Advisers environment.
  • GCSE English & Math's (C or above).
  • Understanding of the financial planning process.
  • Excellent written and communication skills.
  • Analytical and data interpretation skills.
  • Meticulous attention to detail.
  • Ability to work independently and as part of a team.