Financial Planning Coordinator

4 days ago

London, Greater London, United Kingdom Recruit Wealth Ltd Full time

**Job Overview:**

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit Wealth Ltd. As a key member of our Financial Planning department, you will provide administrative support to our Financial Planners, ensuring seamless client experiences.

**Key Responsibilities:*

  • Manage client relationships, building trust and confidence through exceptional communication skills.
  • Coordinate diary management, scheduling appointments, and ensuring Financial Planners have an organized schedule.
  • Lead the coordination and appointment booking of ongoing service reviews for Financial Planners.
  • Prepare and issue documentation in line with company procedures, considering data protection elements.
  • Enter client data, including updates to fact finds.
  • Maintain accurate records of client soft facts, highlighting special events when communicating to build rapport and provide personalized service.
  • Collaborate with colleagues across the business to ensure Financial Planners are prepared for client meetings.
  • Contact clients to chase outstanding requirements and prevent delays in processing advice.
  • Share pipeline updates with Financial Planners on the different stages of advice for their clients.
  • Direct queries to the correct team within the business to solve issues and ensure seamless client service.
  • Evaluate client complaints and/or breaches, escalating them immediately to management/compliance.

**What We Offer:**

* 28 days holiday plus Bank Holidays* Private Medical Insurance* Employee Assistance Program* Private Pension* Discretionary annual bonus up to 10%* Hybrid/Work from home* A very generous salary is being offered, along with a company bonus, excellent benefits, and a professional and encouraging working culture with this national brand. Home/office hybrid working is fully supported during the working week.*

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