Financial Planning Coordinator
1 day ago
About the Position
This part-time role offers flexible work arrangements to accommodate your schedule. As a key member of our financial planning team, you will play a pivotal part in supporting clients and contributing to the overall success of our insurance and financial planning services.
Key Responsibilities
- Provide administrative support to the financial planning team, including scheduling appointments, coordinating client meetings, and maintaining detailed records.
- Assist with the preparation of financial plans, reports, and presentations for clients.
- Conduct research and gather relevant financial information to support the planning process.
- Liaise with clients to answer inquiries, address concerns, and provide excellent customer service.
- Collaborate with the team to identify and implement process improvements for greater efficiency.
- Maintain up-to-date knowledge of financial products, regulations, and industry best practices.
Requirements
- Strong organisational and time management skills with the ability to prioritise tasks and meet deadlines.
- Excellent communication and interpersonal skills, with the ability to build positive relationships with clients and colleagues.
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and experience with financial planning software.
- A keen eye for detail and the ability to maintain accurate records and documentation.
- Commitment to providing exceptional customer service and a genuine interest in financial planning.
What We Offer
- Competitive part-time salary and benefits package.
- Opportunities for professional development and career growth.
- Supportive and collaborative work environment.
- Flexible work arrangements to accommodate your schedule.
- Discounts on insurance and financial planning services.
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