Senior Financial Planning Coordinator
2 weeks ago
About the Role:
Eden Scott is seeking an experienced financial planning administrator to join their highly performing team. The ideal candidate will have a solid understanding of the market and compliance requirements, with the ability to manage time effectively and maximize profitability.
Key Responsibilities:
- Providing support to the team of financial planners, focusing on private clients
- Maintaining internal databases and processing new business
- Navigating and transacting on financial providers' websites
- Attaining policy information from providers and managing internal queries
Requirements:
- Excellent systems/IT knowledge and experience with various platforms
- Ability to work effectively in a fast-paced team environment
- Strong organizational skills and attention to detail
What We Offer:
A competitive salary, benefits, and bonus, along with opportunities for career growth and professional development in a dynamic and supportive team.
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Financial Planning Administrator
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