We're currently looking for an experienced Financial Planning Coordinator to join a professional and highly successful organisation based in Northampton. This is a permanent office-based role, working 37.5 hours Monday – Friday and offering up to £30K dependant on experience, plus a fantastic benefits package.
If you are detail focussed, highly organised and have previous experience in financial planning, then this might be the role for you!
The Role:
- Efficiently provide support to the Financial Adviser in line with company procedures
- Act as the go to between clients and the Adviser
- Carry out introductory face-to-face meetings with clients
- Collect client IDs and ensuring the database is kept up to date
- Prepare client portfolio reviews and drafting meeting communications
- Analysing and writing portfolio reports
- Processing fund switches through to sign off
- Drafting documentation
You:
- A minimum of 3 years experience working for an IFA
- Have a Level 3 CII qualification (or equivalent) would be advantageous
- Knowledgeable about investment and financial planning
- Customer focussed with the ability to develop relationships with clients
- Experience using Microsoft Office software, in particular Excel spreadsheets
- A good team player who can also work independently and use their own initiative
- Outstanding communication skills
- Excellent attention to detail
- Have great organisation skills with the ability to multi-task
- Demonstrate professionalism and a positive, can-do attitude
The package:
- £25-£30K dependant on experience
- Flexible start and finish times
- 25 days holiday plus bank holidays (increases with years of service)
- Death in service cover
- Healthcare cash plan
- Company pension
- Able to work from home 1 day per week after 12 months of employment
If you have the above experience and are looking for a busy, challenging and involved role, then please do not hesitate and apply today!
Please note, due to the volume of applications we receive, we are unable to acknowledge every application. Therefore, if you have not heard from us within seven days of your application, please assume your application has been unsuccessful. However, if we think that your skills and qualifications may be suitable for other similar positions, we may hold your details on file and contact you in the future.
Please quote reference AP11814 in the message tab on the application form.
