Financial Planning Coordinator

1 month ago


Alton, Hampshire, United Kingdom Blakemore Recruitment Full time
Financial Planning Administrator

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Alton. As a key member of our administrative team, you will provide exceptional support to our financial advisers, liaise with providers and third parties, and ensure seamless client service.

Key Responsibilities:
  • Provide comprehensive administrative support to financial advisers, including preparing client packs and arranging internal fund reviews.
  • Process new and existing business, including General Investment Accounts, ISAs, Bonds, Trusts, and SIPPs.
  • Liaise with providers such as Transact, Standard Life, Aviva, Canada Life, and other professionals like accountants and solicitors.
  • Update and maintain adviser office & IO, client files, and ensure compliance.
  • Deal with client queries, build relationships, and respond to all inquiries.
  • Process letters of authority, death claims, and probate, and provide support to advisers for appointments.
Requirements:
  • Excellent time management, organization, and prioritization skills.
  • Attention to detail and accuracy.
  • Experience working in an administrative capacity.
  • Excellent verbal communication skills and confident using Microsoft Office applications.

We offer a comprehensive benefit package and opportunities for career growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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