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Financial Planning Coordinator
2 months ago
Job Overview:
Recruit UK | Certified B Corp™ is seeking an experienced Financial Planning Coordinator to join our team in Burnham-on-Sea. As a leading provider of recruitment services, we are committed to delivering exceptional results for our clients and candidates.
This is an exciting opportunity for a highly organized and detail-oriented professional to provide administrative support to our financial planning team. The successful candidate will be responsible for ensuring the smooth operation of our financial planning services, including:
- Client Onboarding: Coordinate the onboarding process for new clients, including the preparation of client packs and the issuance of appointment notifications.
- Data Management: Manage client data, update records, and maintain compliance documentation to ensure accuracy and adherence to regulatory requirements.
- Communication: Liaise with clients and third parties to gather necessary information and provide exceptional customer service.
- Workflow Management: Process new business applications and manage the workflow to ensure timely and efficient delivery of services.
- Support Services: Provide administrative support to financial planners, including diary management, meeting arrangements, and the preparation of client-facing documents.
- Compliance: Maintain compliance standards and optimize back-office systems to ensure seamless operations.
Benefits:
- Competitive salary and benefits package
- Opportunities for career progression and professional development
- Hybrid working arrangement and carpool options
- Generous benefits, including PMI, pension, and support
- Collaborative and dynamic work environment
Requirements:
- Previous experience in a financial planning or administrative role
- Excellent IT, communication, and organizational skills
- Proficient in using financial advice software
- Strong attention to detail and a proactive approach
Job Type: Full-time
Industry: Financial Services
Location: Burnham-on-Sea
Salary: £27-32k (open to negotiation)
