Financial Planning Coordinator

24 hours ago


Reigate, Surrey, United Kingdom Specialist Recruit Full time

Job Overview

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm near Reigate. As a key member of our administration team, you will play a vital role in supporting our financial planners and paraplanners to deliver exceptional client service.

Responsibilities and Duties

  • Manage and process pre-sale and post-sale administration, ensuring cases are progressed through the pipeline efficiently.
  • Prepare and gather information for client meetings, including LOAs and policy information checklists.
  • Conduct basic research using financial databases and tools, such as FE, Defaqto, and Cashcalc.
  • Assist with new business and review case administration, including submission of applications to providers.
  • Prepare and maintain client files, adhering to compliance standards.
  • Support specialist paraplanners with investment strategy administration as required.
  • Provide general administrative support to the team when needed.

Requirements

  • Minimum of 12 months - 2 years' experience in a Financial Planning Advisers environment.
  • GCSE English & Math's (C or above).
  • Understanding of the financial planning process.
  • Excellent written and communication skills.
  • Analytical and ability to interpret data.
  • Meticulous attention to detail.
  • Ability to work independently and as part of a team.

What We Offer

Our firm offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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