Financial Planning Coordinator

18 hours ago


Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Wealth Management Administrator

Location: Epsom, Surrey

We are seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team at Artemis Recruitment Consultants Ltd.

Job Description:

The ideal candidate will have experience in preparing and packaging financial planning reports for financial planners and their clients. Additionally, they will obtain policy information, documents, factsheets, illustrations, and product comparison quotes through various sources. The role requires maintaining accurate client information and recording client interaction on the back-office system.

The successful candidate will also assist with the annual review process of existing clients and provide support on company projects as needed.

Candidate Specification:

To excel in this role, candidates must possess excellent organizational skills, a flexible and proactive approach, and previous experience working within financial services. Familiarity with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools, is also essential.

Estimated Salary Range: £20,000 - £28,000 per annum



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