Corporate Team Support Coordinator

Reference: AL1076B

Bromsgrove
Salary £20,000 – £26,000  + benefits

Our client is an award winning IFA and Employee Benefits Group, and they now have an exciting new opportunity for an individual with experience of the Wealth Management Industry, to join their team.  Your role will be to coordinate the Corporate, Private Client and Operations Teams whilst they deliver financial advice to Corporate Client employees.

Key Accountabilities

Financial Education Team Coordination

  • Arrange presentations and surgeries to the Corporate Clients employees, including online booking management systems, calendar management, and liaison with all teams involved
  • Maintain communication with the Corporate Client contact throughout the financial education process to keep them updated
  • Ensure database maintains accurate client details
  • Produce data to record success of financial education meetings and feed back to the corporate team and private client planners
  • Client Servicing and Ad Hoc valuations
  • Creating new client packs and review packs
  • Check Fact Find fully completed and input details into client database
  • Prepare & process authority letters
  • Compliance and relevant anti money laundering checks

The Ideal Person

Knowledge

  • Excellent understanding of the Financial Planning process
  • Good knowledge of the Corporate Advice process
  • Proficient IT skills, good spread sheet and database knowledge

Experience

  • Minimum of one year in a Financial Services Administration role
  • Knowledge of Corporate Advice process
  • Experience of a PA role within the Industry would be extremely advantageous

Qualifications

  • CII qualifications preferred

 Skills/Personal Attributes

  • Good planning and effective organisational skills, methodological approach to work
  • Honesty and integrity
  • Excellent communication skills at all levels
  • Excellent telephone manner
  • Excellent team player

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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