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Financial Planning Coordinator

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Bury St, Suffolk, United Kingdom Pure Resourcing Solutions Limited Full time

Our client, a leading financial services organisation, is seeking a skilled Financial Planning Administrator to join their team in Bury St Edmunds. As a key member of the team, you will provide administrative support to Financial Planners and Directors, ensuring timely and accurate information for client meetings. Your responsibilities will include maintaining up-to-date client records, adhering to internal systems and processes, and supporting the development of junior team members. To be successful in this role, you should have a strong background in compliance, knowledge of pensions and investments, and be progressing towards the Diploma in Financial Planning. If you have experience in a similar role, either as a Trainee paraplanner or a senior support person, this could be the ideal opportunity for you. Apply now to learn more about this exciting position.