Senior Financial Services Specialist

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Coordinator to join our Client Servicing team in Cheltenham.

This is an excellent opportunity to work with a highly regarded Wealth Management outfit, providing financial advice to valued clients and contributing to the provision of comprehensive range of advice services, specializing in Tax, Financial and Estate Planning services to both corporate and private clients.

Key Responsibilities
  • Administer new client pensions, investment, and risk contracts.
  • Manage and coordinate annual client reviews.
  • Process investments, fund switches and sales documentation within SLA.
  • Check and complete investment transactions to ensure in line with original instructions.
  • Ensure the back-office system is up to date.
  • Keep up to date with FCA regulations and internal policies and procedures.
About You

To be successful in this role, you will have prior experience of working within a Financial Planning Firm, strong Pensions and Investments product knowledge, and previous experience using financial planning CRM known as CURO.

You will also possess Financial Services Qualifications such as progress towards Certificate in Financial Services or the level 4 diploma in financial planning, as well as a good knowledge about the workings of the FCA.



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