Financial Planning Coordinator
4 weeks ago
We are seeking a highly skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice in St. Albans.
This is a key role in the Financial Planning process, and we require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Key Responsibilities:
The successful candidate will be responsible for:
- General administration duties, including handling incoming mail, scanning, and filing
- Arranging client meetings and preparing client files for meetings
- Processing new business and maintaining client files and database management
- Corresponding with clients and updating fact finds and AML checks
- Preparing valuations and obtaining quotations
- Liaising with providers and ensuring seamless communication
We are looking for a team player with excellent communication skills, who is IT literate and has a good working knowledge of Microsoft Office suite. Experience in the use of document management systems and financial planning software is an advantage. Ideally, the successful candidate will have experience working with an IFA firm and a focus on investment and pensions for a minimum of five years, along with some financial planning qualifications or a plan to study for these to enhance their career prospects.
Requirements:
The successful candidate will need to have:
- Excellent communication and interpersonal skills
- Strong organizational and time management skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Good working knowledge of Microsoft Office suite and document management systems
- Experience working with financial planning software and IFA firms
We offer a competitive salary and benefits package to the successful candidate. If you are a motivated and experienced Financial Planning Administrator looking for a new challenge, please apply today.
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