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Financial Planning Coordinator

2 months ago

Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Planning Administrator

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Administrator to support their busy practice in Bolney. This part-time position, working 3 days a week, will involve close contact between clients and colleagues, retrieving information, and maintaining records.

Key Responsibilities:
  1. Establish and maintain effective communication channels between clients and colleagues.
  2. Retrieve and update client information, ensuring accuracy and completeness.
  3. Manage records of all interactions with clients, colleagues, and third parties.
  4. Collaborate with financial advisers to gather information for financial reports.
  5. Assess client objectives to identify suitable solutions.
  6. Prepare and present suitability letters to financial advisers, adhering to company policies and regulations.
  7. Support financial advisers by acquiring information on business processes, tax, and other relevant areas.
  8. Ensure compliance with Financial Conduct Authority regulations and stay up-to-date with industry developments.

This is an excellent opportunity to work with a growing established practice and contribute to a team of professionals.