Financial Planning Coordinator

3 weeks ago


Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time

Key Responsibilities

We are seeking a Financial Planning Administrator to join our team. The successful candidate will be responsible for maintaining close contact between clients and colleagues, retrieving information, and holding records of communication.

Working with Our Team

The Financial Planning Administrator will work closely with financial advisers to obtain information for creating financial reports and assessing objectives for individual clients.

Requirements

  • Knowledge of the Financial Conduct Authority regulations
  • Ability to keep up to date with developments in finance
  • Good communication and organizational skills

About Our Client

Our client is a growing established practice, and this is a great opportunity to work alongside a team of professionals.



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