Financial Planning Coordinator
23 hours ago
We are seeking a highly skilled and experienced Financial Planning Administrator to join our growing wealth planning practice in Edinburgh.
The ideal candidate will have a minimum of 1 year's experience in Financial Services, ideally in an IFA environment, with knowledge of Investments, Pensions, and Protection products.
Responsibilities will include:
- Managing the 'Letters of Authority' process
- Valuations and chasing providers for outstanding documentation
- Processing new business and liaising with clients
- Booking client review meetings and preparation for client meetings
- Compliance and data base management
The successful candidate will have professional qualifications and experience using IFA Back Office systems such as Intelligent Office or Adviser Office.
Thornbury Recruitment is a specialist recruitment agency in the wealth management sector, and we are committed to providing a great community feel with a friendly but professional working environment.
If you are a motivated and organized individual with a passion for Financial Services, please contact Paula Thornbury to discuss this opportunity further.
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Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.The ideal candidate will have a minimum of 1 year's experience in Financial Services, preferably in an IFA environment, with knowledge of Investments, Pensions, and Protection...
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Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.About the Role:Manage the 'Letters of Authority' process and valuationsChase providers for outstanding documentation and process new businessLiaise with clients, book client review meetings, and...
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Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeJob SummaryThornbury Recruitment Ltd is seeking a highly skilled Financial Planning Administrator to join our team in Edinburgh. As a Financial Planning Administrator, you will play a crucial role in supporting our wealth planning practice in delivering exceptional client service.Key ResponsibilitiesManage the 'Letters of Authority' process, ensuring timely...
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