National Financial Planning Coordinator
3 days ago
Austin Fraser is seeking a highly organized National Financial Planning Coordinator to support the growth of its national client base. In this key role, you will play a vital part in ensuring that Financial Planners have access to the necessary resources and information to deliver expert levels of regulated advice.
About the Job- You will be responsible for diary management, coordinating appointments, and ensuring that Financial Planners have an organized schedule.
- Leading the coordination and appointment booking of ongoing service reviews for the Financial Planners.
- Preparing documentation in line with company procedure, considering data protection elements.
- Client data entry, including updating Fact Finds.
- Maintaining records of client soft facts, highlighting special events when communicating to build rapport and provide a personalized service.
- Collaborating with colleagues across the business to ensure Financial Planners are prepared for client meetings.
- Contacting clients via telephone/email to chase outstanding requirements and prevent processing delays.
- Understanding and sharing regular pipeline updates with Financial Planners regarding the different stages of advice for their clients.
- Supporting Financial Planners in directing queries to the correct team within the business to resolve issues and maintain a seamless client service.
- Escalating client complaints and/or breaches immediately to management/compliance.
- Maintaining comprehensive client information in the back-office system.
- 28 days holiday plus Bank Holidays.
- Private Medical Insurance.
- Employee Assistance Program.
- Private Pension.
- Discretionary, up to 10% company annual bonus.
- Hybrid/Work from home.
A competitive salary, ranging between £45,000 - £55,000 per annum, depending on experience, is being offered, along with a company bonus, excellent benefits, and a professional and encouraging working culture available with this national brand.
The role offers flexible working arrangements, including hybrid/home working fully supported during the working week, allowing for a better work-life balance and increased flexibility.
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