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Financial Planning Coordinator

2 months ago

Midlothian, United Kingdom Thornbury Recruitment Ltd Full time
Financial Planning Administrator Role

We 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 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 excellent communication skills, be able to work in a fast-paced environment, and have a strong attention to detail.

If you are a motivated and organized individual looking to develop your career in Financial Services, please contact Paula Thornbury for more information.