Remote Senior Financial Planning Coordinator in London
Remote Senior Financial Planning Coordinator

Remote Senior Financial Planning Coordinator in London

London Full-Time 36000 - 60000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Support clients and manage diaries for a Senior Financial Planning Administrator.
  • Company: Premier financial planning company in the UK with a strong reputation.
  • Benefits: Negotiable salary, non-contributory pension scheme, and private medical insurance.
  • Why this job: Join a dynamic team and make a difference in financial planning.
  • Qualifications: Three years of experience and proficiency with Intelliflo or similar systems.
  • Other info: Great opportunity for career growth in a supportive environment.

The predicted salary is between 36000 - 60000 £ per year.

A premier financial planning company in the United Kingdom is seeking a Senior Financial Planning Administrator to support an Associate Director and their clients. The role involves managing diaries, ensuring efficient workflow, and providing comprehensive administrative support.

Candidates should have at least three years of experience in a similar role, excellent interpersonal skills, and proficiency with Intelliflo or similar systems.

The position offers a negotiable salary based on experience and includes various benefits such as a non-contributory pension scheme and private medical insurance.

Remote Senior Financial Planning Coordinator in London employer: Attivo Group

As a leading financial planning company in the UK, we pride ourselves on fostering a supportive and collaborative work culture that empowers our employees to thrive. With a focus on professional development, we offer numerous growth opportunities and a comprehensive benefits package, including a non-contributory pension scheme and private medical insurance, ensuring our team members feel valued and secure in their roles. Join us to be part of a dynamic environment where your contributions truly make a difference.
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Contact Detail:

Attivo Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Remote Senior Financial Planning Coordinator in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research the company and its culture, and be ready to discuss how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s your turn to shine.

✨Tip Number 3

Show off your skills! If you’ve got experience with Intelliflo or similar systems, make sure to highlight that in conversations. Demonstrating your technical know-how can set you apart from other candidates.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Financial Planning Coordinator role. Plus, applying directly shows your enthusiasm and commitment to joining our team.

We think you need these skills to ace Remote Senior Financial Planning Coordinator in London

Diary Management
Workflow Management
Administrative Support
Interpersonal Skills
Intelliflo Proficiency
Experience in Financial Planning
Attention to Detail
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and administration. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Financial Planning Coordinator role. We love seeing your personality come through, so let us know what excites you about this opportunity.

Showcase Your Skills: Don’t forget to mention your proficiency with Intelliflo or similar systems. We’re looking for candidates who can hit the ground running, so highlight any relevant software skills that will make our workflow smoother.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!

How to prepare for a job interview at Attivo Group

✨Know Your Financial Stuff

Make sure you brush up on your financial planning knowledge, especially if you're familiar with Intelliflo or similar systems. Be ready to discuss how you've used these tools in your previous roles and how they can help streamline processes for the Associate Director.

✨Show Off Your Interpersonal Skills

Since this role involves supporting clients and managing diaries, it's crucial to demonstrate your excellent interpersonal skills. Prepare examples of how you've effectively communicated with clients or colleagues in the past, showcasing your ability to build relationships and manage expectations.

✨Be Organised and Efficient

This position requires managing workflows and ensuring everything runs smoothly. Bring examples of how you've improved efficiency in your previous roles. You might even want to share a specific instance where your organisational skills made a significant impact.

✨Ask Insightful Questions

At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about the team dynamics, the tools they use, or how they measure success in this position. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.

Remote Senior Financial Planning Coordinator in London
Attivo Group
Location: London
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  • Remote Senior Financial Planning Coordinator in London

    London
    Full-Time
    36000 - 60000 £ / year (est.)
  • A

    Attivo Group

    50-100
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