Financial Planning Coordinator
5 days ago
Role Summary
We are seeking a highly skilled Financial Planning Administrator to join our team.
About the Role
This is an exciting opportunity for a motivated and organised individual to work in a fast-paced financial planning environment.
Key Responsibilities
The successful candidate will be responsible for:
- Processing new business and communicating with clients to develop relationships
- Producing new quotes and obtaining valuations
- Liaising with financial providers, investment companies, and other third parties
- Following up with clients after adviser meetings and phone calls
Essential Skills
To be successful in this role, you will need:
- At least three years of relevant experience
- A genuine interest in money and investing
- Excellent organisational skills
- An excellent telephone manner and email writing skills
- A good level of maths skills
About Us
We are a leading financial planning firm offering excellent career opportunities for those looking to develop their careers. If you have the skills and experience we are looking for, please apply now.
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