Financial Planning Coordinator

2 days ago

Leamington Spa, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Planning Administrator

Location: Warwick

Salary: £ 25,000 - £ 30,000

Company Overview:

A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team. They are committed to delivering personalised solutions tailored to each client's unique financial goals and objectives, and have a good reputation in the market as a growing financial planning practice.

They are also a larger practice with several offices across the country but they have retained the feel of a small, friendly culture in which to work.

The Role:

The role itself will be working within the close-knit wealth management team and being a key part of the advice process. Working closely with the experienced financial planners and team leaders.

Ideally they are looking for candidates with a background within an IFA / Financial Planning firm and with strong administrative skills to cover tasks such as; producing valuations, processing new business, leasing with providers and creating meeting packs. This is a fast-paced environment and would suit someone who likes to be busy and who has strong interpersonal skills.

The Required Skills:

  • R01, CF1 or equivalent is desirable
  • Experience in providing administrative support to financial planners and team leaders
  • Strong organisational and time management skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Excellent communication and interpersonal skills

What We Offer:

A competitive salary and benefits package, including a generous pension scheme and annual leave entitlement.

Opportunities for career development and progression within the company.

A supportive and collaborative team environment.

A chance to work with a leading financial services firm and contribute to the delivery of high-quality financial planning and investment management services to clients.

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