Financial Planning Coordinator

2 weeks ago


Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description:

We are working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team.

The Role:
  • Provide first-class administration support to a team of Financial Advisers and Paraplanners.
  • Assist in delivering a positive professional experience for clients.
  • Offer highly technical and qualified knowledge and ongoing assistance.
Key Responsibilities:
  • Administrative tasks to support the Financial Advisers and Paraplanners.
  • Manage and maintain accurate records and databases.
  • Communicate effectively with clients and internal stakeholders.
  • Contribute to the development of business processes and procedures.
Requirements:
  • Broad and current knowledge of financial services and financial planning.
  • Excellent communication and organizational skills.
  • Ability to work in a fast-paced environment.
  • Strong attention to detail and accuracy.
About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a reach of over 100,000 connections. We work with leading financial institutions to find the best talent for their teams.



  • Manchester, United Kingdom Capio Recruitment Financial Planning Full time

    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...

  • Financial Advisor

    6 months ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...


  • Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000

    Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...


  • Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000

    Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...


  • Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000

    Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...


  • Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000

    Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...


  • Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000

    Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...


  • Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000

    Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...


  • Manchester, United Kingdom recruitment22 Full time

    This is a fantastic opportunity to join a leading Financial Advice firm, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within. About the Company Our company provides high-quality Independent Financial Advice to a diverse demographic of clients and has over £1BN...


  • Manchester, United Kingdom recruitment22 Full time

    This is a fantastic opportunity to join a leading Financial Advice firm, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within. About the Company Our company provides high-quality Independent Financial Advice to a diverse demographic of clients and has over £1BN...


  • Manchester, New Hampshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Finance AdministratorWe are seeking an experienced Finance Administrator to join our team in Manchester. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring they can deliver exceptional client service.About the Role:This is an excellent opportunity to work...


  • Manchester, New Hampshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Finance AdministratorWe are seeking an experienced Finance Administrator to join our team in Manchester. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring they can deliver exceptional client service.About the Role:This is an excellent opportunity to work...


  • Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description:Recruit UK | Certified B Corp™ is working with a leading Financial Advice firm in Manchester to fill an IFA Administrator position. The ideal candidate will provide top-notch administrative support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences.Key Responsibilities:Provide...


  • Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description:Recruit UK | Certified B Corp™ is working with a leading Financial Advice firm in Manchester to fill an IFA Administrator position. The ideal candidate will provide top-notch administrative support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences.Key Responsibilities:Provide...


  • manchester, United Kingdom Recruit UK | Certified B Corp™ Full time

    IFA Administrator OpportunityWe are working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team.About the Role:The successful candidate will provide first-class administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client...


  • manchester, United Kingdom Recruit UK | Certified B Corp™ Full time

    IFA Administrator OpportunityWe are working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team.About the Role:The successful candidate will provide first-class administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client...

  • Ifa Administrator

    4 months ago


    Manchester, United Kingdom Hilltop Financial Planning Full time

    Join our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...


  • Manchester, United Kingdom Recruit Wealth Ltd Full time

    About the Role:We are seeking an experienced and accomplished administrator to join our team at Recruit Wealth Ltd. as a Financial Planning Administrator. This is an exciting opportunity to work alongside high-producing Financial Planners and support them in their day-to-day tasks and activities.Key Responsibilities:General IT skills, including proficiency...


  • Manchester, United Kingdom Recruit Wealth Ltd Full time

    About the Role:We are seeking an experienced and accomplished administrator to join our team at Recruit Wealth Ltd. as a Financial Planning Administrator. This is an exciting opportunity to work alongside high-producing Financial Planners and support them in their day-to-day tasks and activities.Key Responsibilities:General IT skills, including proficiency...


  • Manchester, United Kingdom recruitment22 Full time

    {"title": "Financial Planning Administrator", "company": "recruitment22", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring that our...