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Financial Planning Coordinator
2 months ago
Job Title: Finance Team Administrator
Job Type: Full-time
Company: Headturner Search
Location: Remote
About Us: Headturner Search is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates.
Job Description:
We are seeking a highly organized and detail-oriented Finance Team Administrator to join our team. As a Finance Team Administrator, you will play a crucial role in supporting our financial planners by preparing detailed research, reports, and client recommendations.
Key Responsibilities:
- Assist financial planners in the preparation of financial plans, reports, and client reviews.
- Conduct research on financial products and investment options to support client recommendations.
- Prepare suitability letters and other documentation required for client meetings.
- Ensure all client records are accurate and up-to-date within our CRM system.
- Liaise with clients to gather necessary information and provide exceptional customer service.
- Stay updated on industry regulations and best practices to ensure compliance.
Requirements:
- A passion for financial planning and a desire to build a career in the industry.
- Strong attention to detail and the ability to work methodically.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office, particularly Excel and Word.
- Experience with financial planning software or CRM systems is an advantage but not essential.
What We Offer:
- A supportive and friendly work environment in a dynamic firm where your contributions are valued.
- Opportunities for professional development and progression within the firm.
- Competitive salary and benefits package.
- The chance to work closely with experienced financial planners and learn from the best in the industry.
