Financial Planning Coordinator

15 hours ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time
Job Overview

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm near Reigate. As a key member of our administration team, you will play a vital role in supporting our financial planning advisers and paraplanners to deliver high-quality financial advice to our clients.

Key Responsibilities:

  • Pre-sale administration, including adding client information to our intelligent office database and creating and updating Wealth Reports.
  • Preparing and gathering information, such as LOAs and policy information checklists, for client meetings.
  • Meeting preparation and presentation to advisers, ensuring seamless client meetings.
  • Basic report writing, including Fund Switches, Reviews, and New Money.
  • Conducting basic research using FE, Defaqto, Cashcalc, and other tools.
  • Administering new business and review cases, submitting applications to providers, and ensuring cases are in force as soon as possible.
  • Maintaining client files, adhering to meeting compliance standards.
  • Assisting the specialist paraplanner with investment strategy administration as needed.
  • Providing general administrative support when colleagues are absent.

Requirements:

  • Minimum 12-24 months of experience in a Financial Planning Advisers environment.
  • GCSE English and 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.

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