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    Performance and Planning Coordinator - Birmingham, United Kingdom - CleverHR

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    Description

    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.

    Preparation of client Portfolio Valuations (PRs) and Annual Reviews (ARs) on either bi annual or annual basis as required by the client agreement
    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
    Undertake project / client work as directed by the Client Services Manager / Managing Director / Practice & Compliance Director
    Maintain all standards of performance as required by the firm
    Experience in a similar role from within an IFA office
    ~ Experience with IO, back office CRM, system highly desirable
    ~ Strong IT skills particularly MS Excel
    ~23 days holiday + bank holidays
    ~ NB Once probation / training completed - could work from home partially.

    Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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