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Financial Planning Coordinator

2 months ago

Preston, Lancashire, United Kingdom Brevere Group Full time

Job Summary:

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Brevere Group. As a key member of our Financial Services team, you will provide administrative support to our Financial Advisers and paraplanning team, ensuring the smooth operation of our business.

Key Responsibilities:

  • Provide business support to Financial Advisers, working within the agreed business objectives and ensuring timely and accurate processing of all client documents.
  • Administrative support to encompass the processing of new business and client valuations, including maintaining and updating client information.
  • Issue and chase letters of authority, as well as chasing financial information from clients.
  • Provide outstanding customer service to meet expectations of clients, and colleagues.
  • Timely and accurate processing of all client documents and returned queries to ensure that client's needs are met.

Requirements:

  • Good working knowledge of Microsoft Office & Outlook.
  • Relevant experience within Financial Services.
  • Experience with IO Intelligent Office would be an advantage.

About Us:

Brevere Group is a forward-thinking and innovative firm, continually looking to improve and develop the services which we offer to our clients. We offer a generous basic package and the support to develop your skills and further your career.

What We Offer:

  • A hybrid working arrangement, with the option to work in the office 2 or 3 days per week.