Financial Planning Coordinator

4 days ago


Westerham, United Kingdom Recruit Wealth Ltd Full time
About Us

Our national, Financial Planning and Wealth Management client is a leading brand in the industry. Backed by Private Equity for future growth, they deliver sophisticated solutions to enhance client experiences.

The business is seeking an experienced individual to join their team as a financial planning administrator, supporting Financial Planners with PA/EA tasks.

Key Responsibilities
  • Build client relationships, fostering trust and confidence.
  • Collaborate and communicate effectively with colleagues and clients.
  • Diary management: schedule appointments, organize Financial Planners' diaries, and ensure suitable meeting locations.
  • Coordinate ongoing service reviews for Financial Planners.
  • Action incoming and outgoing correspondence daily, sorting, prioritizing, scanning, and allocating appropriately.
  • Issue documentation according to company procedure, considering Data Protection elements.
  • Update client data, such as Fact Finds.
  • Maintain client records, ensuring special events are noted for personalized communication.
  • Work collaboratively with colleagues to prepare Financial Planners for client meetings.
  • Contact clients via phone or email to chase outstanding requirements and avoid delayed processing of advice.
  • Proactively chase pipeline business.
  • Provide regular pipeline updates to Financial Planners on the different stages of advice for their clients.
  • Direct queries to the correct team within the business to resolve issues and ensure seamless client service.
  • Evaluate system-generated tasks and escalate if necessary.
  • Ensure client complaints and breaches are escalated immediately to management/compliance.
  • Maintain comprehensive client information in the back-office system.
  • Identify efficiencies and improvements to enhance client outcomes and experiences.


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