Financial Services Coordinator
2 days ago
This is an exceptional chance to become part of a leading firm in wealth management, collaborating with a team of experts who deliver exceptional service and professionalism.
To succeed in this role, you will need at least four years of experience in comprehensive financial planning. Familiarity with Intelligent Office is highly desirable.
This is a full-time position, and while flexibility to work from the office is preferred, flexible working hours are available.
As a Financial Planning Assistant, your key responsibilities will include providing top-notch support to Financial Planners, ensuring a fully compliant service and an excellent client experience.
Key Tasks:
- Administrative Support: You will handle incoming calls and mail, maintain office systems, including data management and electronic filing, and arrange client appointments when necessary.
- Account Handling/Reporting: You will prepare review meeting documentation, process client applications, conduct FE analysis, and perform Selectapension tasks where required, record keeping on IO, and research when necessary.
- Business Development: You will assist with events, office mailings, and newsletters, make outbound calls to support mailings, help Financial Planners with key referrals, suggest improvements proactively, and attend client appreciation events.
- Self-Development: You will complete any requested training, stay informed of system enhancements, keep up-to-date with compliance and regulatory requirements, train or mentor other FPAs, maintain your own CPD, and enhance your industry knowledge.
You will need:
- Excellent administrative, analytical, and communication skills with a high standard of written English.
- Good computer skills including Excel and Word.
- A willingness to learn new responsibilities and stay informed about compliance and regulatory changes.
Our Offer:
- An industry competitive salary of up to £30,000.00 per annum.
- A profit-related bonus payable biannually.
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