This is a great opportunity to join this thriving financial planning firm as a client coordinator. Your role will be the delivery of the client annual review process and to support your team with administrative tasks.
Key responsibilities
* Coordinate and organise annual reviews
* Ensure all documents are prepared prior to meetings
* Maintain client database and records
* Prepare client valuations and other items required by the Financial Planner
* Confirming contributions and withdrawals for varying products
* Providing post meeting support
* Onboarding new clients
* Managing team diary and answering telepone calls
* General office administration duties
Essential skills:
• Communication and organisational skills
• Good eye for detail and accuracy
• Interpersonal Skills and a good team player
• Excellent IT skills and proficient in Microsoft Office products
We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.
What's in it for me?
A competitive salary, benefits and hybrid working is on offer.