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Financial Planning Coordinator

2 months ago

Leicester, Leicester, United Kingdom Pertemps Leicester Full time

Job Role: Financial Planning Coordinator

Salary: Competitive

Location: Leicester

Pertemps Leicester is seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team

We are a dynamic and growing company committed to providing top-tier financial advice and personalized service to our clients. Our team of experienced professionals is dedicated to guiding clients toward financial success, and we're looking for someone like you to help us achieve this mission.

Key Responsibilities:

  • Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and addressing client inquiries.
  • Documentation Management: Prepare, review, and process financial planning documents, ensuring accuracy and compliance with regulations.
  • Data Management: Maintain and update client records, financial plans, and related documents in our CRM system.
  • Scheduling and Coordination: Organize appointments, manage calendars, and coordinate meetings between clients and planners.
  • Compliance Monitoring: Ensure that all client files and processes adhere to industry regulations and company standards.

What We're Looking For:

  • Strong organizational skills with a keen eye for detail.
  • Excellent communication skills, both written and verbal.
  • Proficiency with financial software and CRM systems.
  • Ability to manage multiple tasks and prioritize effectively.
  • A background in finance, administration, or a related field is preferred.