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Financial Planning Coordinator

2 months ago

Bristol, Bristol, United Kingdom Cavendish House Recruitment Full time

Cavendish House Recruitment is seeking a skilled Financial Services Administrator to join their team at a well-established Financial Planning practice in Bristol.

The Role:

  • To provide administrative support to the Financial Planners and Paraplanners, ensuring the smooth operation of day-to-day tasks.
  • Process letters of authority and compile enclosures for reports, including illustrations and key features.
  • Contribute to the development of a dynamic and efficient administrative team.

About the Company:

Cavendish House Recruitment is a leading recruitment agency specializing in financial services placements. Our clients value our expertise and dedication to finding top talent.

Key Responsibilities:

  • Administrative tasks, including data entry, document management, and correspondence.
  • Support the financial planning team with tasks such as report preparation and presentation.
  • Develop and maintain accurate records and databases.

Requirements:

  • Excellent organizational and communication skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office and other relevant software.