Senior Financial Planning Coordinator
1 week ago
We are recruiting for a Senior Financial Planning Coordinator role at Artemis Recruitment Consultants Ltd.
This position involves supporting financial advisers in preparing recommendations and producing suitability reports.
Main Responsibilities:
- Writing suitability reports (2 multi-pension and investment reports per week or 5 simple reports per week).
- Liaising with product providers and third parties to acquire additional information.
- Assisting in identifying areas for planning and sourcing solutions.
- Providing support with administrative functions.
Key Skills:
- At least Level 4 Diploma in Financial Planning or equivalent.
- Detailed technical knowledge of financial services within an IFA environment.
- Excellent writing and communication skills.
Estimated Salary:
£42,000 - £52,000 per annum.
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