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Client Review Coordinator

£20000 - £25000 plus benefits

We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.

The company has its own in-house discretionary investment proposition too, allowing the selected Discretionary Fund Manager to control client’s investments. With offices in Midlands and London the firm continue to go from strength to strength.

  • Ensure all dealings with clients are carried out in a professional and courteous manner
  • Preparation of client Portfolio Valuations (PRs) and Annual Reviews (ARs) on either bi annual or annual basis as required by the client agreement
  • Ensuring all PRs & ARs are compliant and prepared in accordance with company procedures 
  • Oversee management of PRs & ARs that are due i.e. ensuring delivery and action by liaising with Admin / Advisers to track delivery of reports
  • Ensure AR post review letter is recorded in IO (intelligent Office) in accordance with MIFID II requirements
  • Have a comprehensive understanding of the IO back office system and how it is integral to our business
  • Have working knowledge of EWM platforms and how they operate including obtaining valuations
  • Have working knowledge of non-platform providers so that valuations are obtained as efficiently as possible
  • Resolve any issues with Valuations not being produced via Bulk or Unipass on IO
  • Undertake project / client work as directed by the Client Services Manager / Managing Director / Practice & Compliance Director
  • Collate weekly and monthly management information for Management monthly reporting, namely Reviews due, clients seen, reviews completed, reviews missed etc.
  • Ensure all supporting documentation is maintained as per company procedures
  • Maintain all standards of performance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately
About You
  • You will have a professional, positive mindset 
  • Experience in a similar role from within an IFA office 
  • Experience with IO, back office CRM, system highly desirable 
  • Have a good working knowledge of platform providers and wrappers , how they operate including the maintenance of cash balances
  • Understanding of discretionary fund management options
  • Well organised with technical knowledge of the products for the job role
  • Strong IT skills particularly MS Excel
  • 23 days holiday + bank holidays 
  • NB Once probation / training completed  - could  work from home partially. 
  • Death In Service 
  • Auto Enrolment 
Employment type: 
Employed (Full Time)
Financial Planning
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