Senior Financial Planning Coordinator | Flexible & Remote

Attivo Group; Theale; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning company in Theale is seeking a Senior Financial Planning Administrator to support an Associate Director and ensure exceptional client services. The ideal candidate will have at least three years of experience in a similar role and be proficient in managing diaries, preparing reports, and maintaining client records using Intelliflo. This role offers a negotiable salary and benefits including a pension scheme, medical insurance, and flexible working options.

Benefits

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Generous holiday allowance

Flexible working options

Qualifications

• Organised and proactive Financial Planning Administrator with at least three years' experience.
• Ability to support client meetings, manage diaries, and maintain accurate records.

Responsibilities

• Support Associate Director by managing diaries and ensuring efficient workflows.
• Provide comprehensive administrative support, including report preparation.

Skills

Client facing experience

Interpersonal skills

Numerical skills

IT skills

Attention to detail

Initiative

Education

Minimum 5 GCSEs graded A-C including Maths and English

3 years' experience in a similar role within Financial Planning

Existing knowledge of Intelliflo or a similar tool

Tools

Intelliflo

Job description

A financial planning company in Theale is seeking a Senior Financial Planning Administrator to support an Associate Director and ensure exceptional client services. The ideal candidate will have at least three years of experience in a similar role and be proficient in managing diaries, preparing reports, and maintaining client records using Intelliflo. This role offers a negotiable salary and benefits including a pension scheme, medical insurance, and flexible working options.