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Financial Planning Coordinator

2 months ago

Bristol, Bristol, United Kingdom Cavendish House Recruitment Full time
Job Opportunity

Cavendish House Recruitment is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team.

About the Role:

  • Support the Financial Planners and Paraplanners with day-to-day administrative tasks.
  • Process letters of authority and compile enclosures for reports.
  • Contribute to the smooth operation of the Financial Planning practice.

Key Responsibilities:

  • Administrative support for Financial Planners and Paraplanners.
  • Processing and compiling reports and documents.
  • Maintaining accurate records and files.

Requirements:

  • Excellent organizational and communication skills.
  • Ability to work in a fast-paced environment.
  • Proficiency in administrative software and systems.