Financial Planning Coordinator
1 day ago
We are seeking an experienced Financial Planning Coordinator to join our team at Heat Recruitment.
Salary: up to £32,000 per annum
The successful candidate will be responsible for providing administrative support to Independent Financial Advisors (IFAs), ensuring a seamless client experience.
Key Responsibilities
- Administrative Assistance: Provide support in preparing reports, correspondence, and documentation for IFAs.
- Client Communication: Serve as the first point of contact for clients, ensuring a professional and high-quality service is provided.
- Schedule Management: Manage advisors' schedules, coordinate client meetings, and maintain accurate client files, adhering to compliance requirements.
- Application Processing: Prepare and process financial applications, letters of authority, and investment transfers.
- Pending Applications: Track and follow up on pending applications, ensuring timely completion.
- Reporting and Reviews: Prepare valuation reports and assist with portfolio reviews.
- Collaboration: Work closely with IFAs, paraplanners, and other administrative staff to ensure a cohesive client service.
Requirements
- Experience: Previous experience in financial services administration or a similar role.
- Technical Skills: Proficiency in Microsoft, Aviva, and IO systems.
- Organizational Skills: Strong organizational skills and attention to detail.
- Communication Skills: Excellent communication and interpersonal skills.
- Financial Knowledge: Knowledge of financial products, including pensions, investments, and insurance.
- Regulatory Compliance: Understanding of FCA regulations and compliance requirements.
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