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Financial Planning Coordinator

2 months ago

StratforduponAvon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Administrator

Job Summary:

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our Wealth Management team, you will provide administrative support to our experienced Advisers and Paraplanners, ensuring the delivery of exceptional client service.

Key Responsibilities:

  • Prepare financial reports and other documentation to support our Advisers and Paraplanners
  • Liaise with product providers and other stakeholders to ensure seamless communication
  • Assist with the preparation of Letters of Authority and other administrative tasks
  • Provide exceptional customer service to our clients, responding to their queries and concerns in a timely and professional manner
  • Contribute to the development of our team's knowledge and skills, staying up-to-date with industry developments and best practices

Requirements:

  • Previous experience working in an administrative position, preferably in the financial services industry
  • Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues
  • Strong attention to detail and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously
  • Desire to learn and work towards industry-relevant qualifications, such as the Certificate in Financial Planning

What We Offer:

As a Financial Planning Administrator at Capio Recruitment Financial Planning, you will have the opportunity to work with a highly reputable business that values its employees and provides a supportive and collaborative work environment. You will also have access to ongoing training and development opportunities, as well as a competitive salary and benefits package.