Financial Planning Coordinator

1 week ago


Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Summary: We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team on a part-time basis. This role will involve maintaining close contact between clients and colleagues, retrieving information, and holding records of all communications.

The ideal candidate will have excellent communication skills, be able to work independently, and possess strong organizational abilities.

Key Responsibilities:
  1. Maintain accurate and up-to-date records of client communications and interactions.
  2. Retrieve and provide new and historic information about individual clients as required.
  3. Work closely with financial advisers to obtain necessary information for creating financial reports.


Requirements:
  • A minimum of 1-2 years' experience in an administrative role within the finance industry.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.


About Us: Our client is a well-established practice offering a range of financial services. As a Financial Planning Administrator, you will play a vital role in supporting the delivery of these services to clients.

What We Offer:
  • A competitive salary of £25k - £30k per annum (pro-rata for part-time).
  • Ongoing training and development opportunities.
  • A supportive and collaborative team environment.


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