Financial Planning Coordinator
3 weeks ago
Location: Warwick
Salary: £25,000 - £30,000
Company Overview:
A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team. They are committed to delivering personalised solutions tailored to each client's unique financial goals and objectives, and have a strong reputation in the market as a growing financial planning practice.
They are a larger practice with several offices across the country but have retained the feel of a small, friendly culture in which to work.
The Role:
The role itself will be working within the close-knit wealth management team and being a key part of the advice process. Working closely with the experienced financial planners and team leaders.
Ideally they are looking for candidates with a background within an IFA / Financial Planning firm and with strong administrative skills to cover tasks such as; producing valuations, processing new business, liaising with providers and creating meeting packs. This is a fast-paced environment and would suit someone who likes to be busy and who has strong interpersonal skills.
Required Skills:
- R01, CF1 or equivalent is desirable
- Experience in providing administrative support within a Wealth Management or Financial Planning firm
- Experience of using Intelliflo would be advantageous
- A professional and personable communicator who is comfortable dealing with clients
- Strong attention to detail and a good level of numerical skills
- Good understanding of the FCA and how a Financial services firm operates
Benefits:
- Hybrid working with up to 2 days at home and 3 in the office
- Strong holiday allowance
- Life assurance
- Income protection
- Exam support
If you are passionate about delivering exceptional client service and have a strong desire to contribute to our team's success, we encourage you to apply for the IFA Administrator position.
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