Financial Planning Coordinator
3 hours ago
Job Title: Financial Planning Administrator
Salary: £22,000 - £24,000
Location: Manchester
A reputable business with a strong presence in the UK is seeking a Financial Planning Administrator to join their Wealth Management team. The successful candidate will be responsible for supporting experienced Advisers and Paraplanners in providing high-quality services to clients.
The role involves preparing financial reports, liaising with product providers, and performing various administrative tasks. The ideal candidate will have excellent communication skills, attention to detail, and the ability to work in a fast-paced environment.
Key Responsibilities:
- Preparing financial reports and statements
- Liaising with product providers and clients
- Performing administrative tasks, such as data entry and document preparation
- Supporting the team in achieving their goals and objectives
Requirements:
- Excellent communication and interpersonal skills
- Attention to detail and organizational skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Basic knowledge of financial products and services
What We Offer:
A competitive salary, a strong benefits package, and opportunities for career growth and development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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