Financial Planning Coordinator

1 day ago


Crewe, Cheshire East, United Kingdom Heat Recruitment Full time
Job Overview

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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