Financial Planning Coordinator
1 week ago
The ideal candidate will have excellent communication skills, be able to work independently, and possess strong organizational abilities.
Key Responsibilities:
- Maintain accurate and up-to-date records of client communications and interactions.
- Retrieve and provide new and historic information about individual clients as required.
- 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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