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Financial Planning Coordinator

2 months ago

Ipswich, Suffolk, United Kingdom Pure Resourcing Solutions Limited Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Pure Resourcing Solutions Limited. As a key member of our financial services team, you will provide administrative support to our Financial Planners and Directors, ensuring they have timely and accurate information for client meetings.

Key Responsibilities
  • Provide administrative support to Financial Planners and Directors, ensuring timely and accurate information for client meetings.
  • Progress towards obtaining the Diploma in Financial Planning.
  • Develop knowledge of pensions and investments.
Requirements
  • Knowledge of financial services administration.
  • Ability to work in a team environment.
  • Excellent communication and organizational skills.
What We Offer

We offer a competitive salary, great benefits, and hybrid working arrangements. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.