Financial Planning Coordinator

2 weeks ago


Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled Financial Planning Coordinator to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.

The successful candidate will be responsible for the efficient and accurate processing of business and delivering a first-class service to our clients. This includes providing full administrative support for the onboarding of new clients, maintaining and updating client data in a secure environment, and preparing client reviews, updating cash flow models, and producing supporting reports.

The ideal candidate will have excellent communication skills, be able to work effectively in a team, and have a strong attention to detail. They will also be able to build strong relationships with clients and other stakeholders, and be able to work in a fast-paced environment.

Responsibilities:

  • Providing administrative support for the onboarding of new clients
  • Maintaining and updating client data in a secure environment
  • Preparing client reviews, updating cash flow models, and producing supporting reports
  • Building strong relationships with clients and other stakeholders
  • Working effectively in a team

Requirements:

  • Minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services
  • Excellent communication skills
  • Strong attention to detail
  • Ability to work effectively in a team


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