Senior Financial Planning Coordinator
3 weeks ago
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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