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Financial Planning Coordinator
Job Posted: a month ago
Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: Plymouth, Devon
Expire in: 3 days
Job Description
We are seeking a Financial Planning Coordinator for one of our Plymouth based clients. As a key member of the team, you will provide support to Financial Planners by managing client interactions, administer client files, and coordinate effectively with product providers.
Key Responsibilities will include:
* Develop meaningful relationships with clients.
* Accurately input and maintain client information in Intelliflo Office.
* Communicate effectively with product providers and internal stakeholders to support financial planning implementation.
* Collaborate with Financial Planners to ensure the delivery of outstanding client experiences.
* Ensure compliance with regulatory standards.
* Adhere to procesess and help improve quality.
Essential Experience and Attributes Required:
* Experience as an administrator in the financial services sector.
* Confident communicator with clients and providers.
* Exposure to financial planning software.
* Delivering outstanding client services.
Benefits:
* Flexible working arrangements (flexible and hybrid opportunities)
* Annual salary review.
* Access to health scheme.
* 20 days annual leave plus BH increasing to 25 days plus BH after 3 years’ service.
* Opportunity for career progression.
If you are looking for a new challenge and have the relevant experience listed above, please submit an up-to-date CV by using the ‘apply’ buttonBefore You Apply
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- Date of birth.
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