Senior Financial Planning Coordinator

3 weeks ago


Newbury, United Kingdom Front Row Recruitment Full time

About the Role:

We are seeking an experienced Financial Planning Administrator to join our team at Front Row Recruitment. This is a fantastic opportunity for a skilled administrator to work with a highly regarded Independent Wealth Manager.

Main Responsibilities:

  • Acting as a first point of contact for clients and product providers
  • Preparing meeting packs and client engagement letters for new clients
  • Assisting financial planners with new business submissions
  • Working with the Financial Planners to produce annual reviews for clients
  • Use of provider systems to generate valuations
  • Ensuring that new business is processed efficiently
  • Completing anti money laundering checks on clients
  • Submit letters of authority to providers
  • Assisting the paraplanning team with client reviews

Requirements:

You will possess 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important.

Working with Us:

We are a friendly, established, and respected Financial Planning / Wealth Management firm offering a flexible working environment and a generous remuneration package.



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