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Financial Planning Coordinator

2 months ago

Kettering, Northamptonshire, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Planning Administrator

Location: Kettering

Salary: £25,000 - £29,000

About the Company:

A forward-thinking financial planning firm is seeking a skilled Administrator to join their back-office team. With a focus on tailored, specialist financial advice for individuals and businesses, this company prides itself on its modern approach and state-of-the-art office premises.

As a leading provider of financial advice on pensions, investments, protection, tax planning, and investment management, this firm has seen significant growth in recent years. They are now looking for ambitious professionals to join their team and develop their careers in financial planning.

The Role:

This role will involve providing administrative support to the paraplanning team and planners within the firm. The ideal candidate will be comfortable communicating with clients and have excellent organizational skills.

Key Responsibilities:

  • Providing administrative support to the paraplanning team and planners
  • Communicating with clients and stakeholders
  • Managing administrative tasks and projects
  • Assisting with the development of business processes and procedures

What We Offer:

This company offers a strong benefits package, exam support, and clear career progression opportunities. They invest heavily in growing and developing their own talent, making this a great opportunity for ambitious professionals to develop their careers in financial planning.