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Financial Planning Coordinator
2 months ago
We are seeking an experienced Financial Planning Administrator to join our team at Financial Divisions. As a key member of our operations team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth running of our business.
Key Responsibilities:- Process new business and client servicing
- Liaise with providers and clients
- Update client information on internal CRM's
- Prepare for annual reviews
- Perform other reasonable duties as required
- Competitive salary: £30k - £40k basic salary
- Attractive benefits package and holiday allowance
- Full training and induction programme
- Reporting into a dedicated Operations Manager
If you are a highly organized and detail-oriented individual with excellent communication skills, we would love to hear from you. Please get in touch to discuss this opportunity further.
