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Financial Planning Coordinator

4 weeks ago

Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

We are seeking an experienced Financial Planning Administrator to provide full administrative support to a team of Financial Planners / Advisers at Lime People Search & Select Ltd. The successful candidate will be responsible for:

Key Responsibilities:
  • Providing administrative support to a team of Financial Planners / Advisers
  • Managing client queries and maintaining accurate records
  • Processing new investments and policies for clients, including Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients
  • Maintaining the back-office system and adding new clients and portfolio content
  • Utilising the client management system to process new and existing business, including valuations and diary management

The ideal candidate will have excellent communication and organisational skills, with the ability to work accurately and efficiently in a fast-paced environment. If you have experience in a similar role and are looking for a new challenge, please apply.