Current jobs related to Financial Planning Coordinator - Bath, Bath and North East Somerset - Recruit UK
-
Senior Financial Planning Administrator
6 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Senior Financial Planning AdministratorOverviewCapio Recruitment Financial Planning is seeking an experienced Senior Financial Planning Administrator to join their Wealth Management team. As a Senior Financial Planning Administrator, you will provide exceptional administrative support to experienced Financial Planners, ensuring the smooth...
-
Financial Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Planning Coordinator
6 days ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Full timeJob Title: Financial Planning CoordinatorRecruit UK is working with a renowned wealth management firm looking for a Financial Planning Coordinator.This firm prioritises collaboration and is committed to achieving the best outcomes for both clients and staff.The successful candidate will be responsible for processing letters of authority, new business and...
-
Financial Planning Specialist
4 days ago
Bath, Bath and North East Somerset, United Kingdom Exchange Street Claims & Financial Services Full timeClient-Centric Financial PlanningAt Exchange Street Claims & Financial Services, we prioritize our clients' needs above all else. Our Financial Planning Specialist role is designed to provide exceptional service to our existing client base, with a focus on retention and satisfaction.As a Financial Planning Specialist, you will inherit a portfolio of clients...
-
Financial Planning Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Full timeFinancial Planning Administrator RoleWe are working with a well-established wealth management firm based in Somerset to find a skilled Financial Planning Administrator to join their team.About the RoleThis is an exciting opportunity to work in a dynamic and collaborative environment, supporting the delivery of high-quality financial planning services to...
-
Financial Planning Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Full timeFinancial Planning Administrator RoleWe are working with a well-established wealth management firm based in Somerset to find a skilled Financial Planning Administrator to join their team.About the RoleThis is an exciting opportunity to work in a dynamic and collaborative environment, supporting the delivery of high-quality financial planning services to...
-
Financial Planning Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Full timeFinancial Planning Administrator RoleWe are working with a well-established wealth management firm based in Somerset to find a skilled Financial Planning Administrator to join their team.This is an exciting opportunity for a motivated and organized individual to work in a dynamic and supportive environment, contributing to the success of the firm.Key...
-
Financial Planning Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Full timeFinancial Planning Administrator RoleWe are working with a well-established wealth management firm based in Somerset to find a skilled Financial Planning Administrator to join their team.This is an exciting opportunity for a motivated and organized individual to work in a dynamic and supportive environment, contributing to the success of the firm.Key...
-
Financial Planning Assistant
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Pavilion Recruitment Solutions Full timeParaplanner Job DescriptionAt Pavilion Recruitment Solutions, we are seeking a skilled Paraplanner to join our client's growing team in Bath. As a Paraplanner, you will play a crucial role in supporting financial advisers by conducting research, analysis, and preparing detailed financial plans.Key Responsibilities:Financial Research and Analysis: Conduct...
-
Financial Planning Assistant
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Pavilion Recruitment Solutions Full timeParaplanner Job DescriptionAt Pavilion Recruitment Solutions, we are seeking a skilled Paraplanner to join our client's growing team in Bath. As a Paraplanner, you will play a crucial role in supporting financial advisers by conducting research, analysis, and preparing detailed financial plans.Key Responsibilities:Financial Research and Analysis: Conduct...
-
Financial Planning Assistant
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Ltd. Full timeFinancial Planning Administrator OpportunityRecruit UK Ltd. is pleased to be working with a leading Financial Planning firm in Bath, seeking a highly skilled Financial Planning Administrator to join their back office team.About the RoleThis exciting opportunity involves supporting the firm's growth by providing administrative assistance to the financial...
-
Financial Planning Assistant
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Ltd. Full timeFinancial Planning Administrator OpportunityRecruit UK Ltd. is pleased to be working with a leading Financial Planning firm in Bath, seeking a highly skilled Financial Planning Administrator to join their back office team.About the RoleThis exciting opportunity involves providing administrative support to the Financial Planning team, ensuring seamless client...
-
Financial Planning Assistant
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Ltd. Full timeFinancial Planning Administrator OpportunityRecruit UK Ltd. is pleased to be working with a leading Financial Planning firm in Bath, seeking a highly skilled Financial Planning Administrator to join their back office team.About the RoleThis exciting opportunity involves providing administrative support to the Financial Planning team, ensuring seamless client...
-
Financial Planning Assistant
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Ltd. Full timeFinancial Planning Administrator OpportunityRecruit UK Ltd. is pleased to be working with a leading Financial Planning firm in Bath, seeking a highly skilled Financial Planning Administrator to join their back office team.About the RoleThis exciting opportunity involves supporting the firm's growth by providing administrative assistance to the financial...
-
Financial Planning Administrator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Ltd. Full timeFinancial Planning Administrator OpportunityRecruit UK Ltd. is pleased to be working with a leading Financial Planning firm in Bath, seeking a highly skilled Financial Planning Administrator to join their back office team.About the RoleThe successful candidate will be responsible for onboarding new clients, supporting existing clients, and performing general...
Financial Planning Coordinator
2 months ago
Job Title: Financial Planning Administrator
Industry: Financial Services
Job Type: Full-time
Job Description:
Recruit UK is seeking a highly skilled Financial Planning Administrator to join a reputable Financial Planning firm in the UK.
Our client is a leading provider of financial planning services, dedicated to delivering exceptional results for their clients. As their client base continues to grow, they require a skilled administrator to support their back office team.
Key Responsibilities:
- Onboard new clients and provide exceptional customer service
- Manage client relationships and maintain accurate records
- Liaise with product providers and other stakeholders
- Contribute to the development of business strategies and initiatives
- Perform general administrative tasks, including data entry and document management
Requirements:
- Proven experience in a financial services administration role
- Strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Relevant qualifications, such as CII or LIBF, are desirable
What We Offer:
- A competitive salary and benefits package
- Opportunities for professional development and growth
- A dynamic and supportive work environment
- Access to industry-leading training and resources
About Recruit UK:
As a specialist recruitment agency, Recruit UK has a proven track record of delivering exceptional results for our clients and candidates. We pride ourselves on our expertise, insight, and connections within the financial services industry.
