Financial Planning Coordinator

6 days ago

Birmingham, Birmingham, United Kingdom Bruin Full time
Financial Planning Administrator Opportunity

Bruin Financial, a boutique firm of Financial Planners, is seeking a skilled Financial Planning Administrator to join their Client Servicing team in Birmingham.

Key Responsibilities:
  • Manage the submission of new business applications and oversee the management of Annual Reviews and Portfolio Reviews.
  • Liaise with clients, solicitors, accountants, life offices, lenders, and platform providers to ensure seamless communication.
  • Handle complex administration enquiries and oversee the signing off of Platform withdrawals, fund switches, and transactions.
  • Obtain quotations using research tools and prepare reports to assist with suitability reports.
Requirements:
  • Knowledge and experience of investments and pension products.
  • Experience of using a wide range of provider platforms.
What We Offer:
  • Full study support to develop your career in the financial planning industry.
  • The opportunity to move into a Paraplanner or Advisory role with full training and exam support.

Bruin Financial is an established company at its growth stage, offering exciting career development prospects. If you have the skills and experience required, please submit your CV or contact Jessica Wiggins at Bruin Financial.

  • Financial Planning Coordinator

    2 days ago

    Birmingham, Birmingham, United Kingdom Bruin Full time

    Financial Planning Administrator RoleBruin Financial is seeking a skilled Financial Planning Administrator to join their Client Servicing team in Birmingham.The ideal candidate will have knowledge and experience of investments and pension products, as well as experience of using a wide range of provider platforms.Responsibilities will include:Submission of...

  • Financial Planning Coordinator

    2 days ago

    Birmingham, Birmingham, United Kingdom Bruin Full time

    Financial Planning Administrator RoleBruin Financial is seeking a skilled Financial Planning Administrator to join their Client Servicing team in Birmingham.The ideal candidate will have knowledge and experience of investments and pension products, as well as experience of using a wide range of provider platforms.Responsibilities will include:Submission of...

  • Financial Planning Coordinator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFAs to deliver...

  • Financial Planning Coordinator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFAs to deliver...

  • Financial Planning Coordinator

    6 days ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFA's to deliver...

  • Financial Planning Coordinator

    6 days ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFA's to deliver...

  • Financial Planning Coordinator

    4 days ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFA's to deliver...

  • Financial Planning Coordinator

    4 days ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFA's to deliver...

  • Financial Planning Coordinator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team. The successful candidate will be responsible for providing technical support to a bank of...

  • Financial Planning Coordinator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team. The successful candidate will be responsible for providing technical support to a bank of...

  • Financial Planning Coordinator

    1 week ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFAs to deliver...

  • Financial Planning Coordinator

    1 week ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFAs to deliver...

  • Financial Planning Coordinator

    3 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team in a support role. The successful candidate will be responsible for providing technical...

  • Financial Planning Coordinator

    3 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team in a support role. The successful candidate will be responsible for providing technical...

  • Financial Planning Coordinator

    3 days ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFAs to deliver...

  • Financial Planning Coordinator

    2 days ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is working with a leading firm of independent financial planners to find an experienced Financial Planning Administrator to join their team in Warwick.The successful candidate will provide technical support to a bank of high net worth clients, working closely with allocated IFAs to deliver...

  • Financial Planning Coordinator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team in a support role. The successful candidate will be responsible for providing technical...

  • Financial Planning Coordinator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team in a support role. The successful candidate will be responsible for providing technical...

  • Financial Planning Coordinator

    4 hours ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning AdministratorNJR Recruitment is working with a leading firm of independent financial planners to find two talented individuals to join their team in Warwick. The successful candidates will support allocated IFAs in providing technical support to a bank of high net worth clients.Key Responsibilities:Obtain provider information and collate...

  • Financial Planning Coordinator

    2 hours ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Financial Planning AdministratorNJR Recruitment is working with a leading firm of independent financial planners to find two talented individuals to join their team in Warwick. The successful candidates will support allocated IFAs in providing technical support to a bank of high net worth clients.Key Responsibilities:Obtain provider information and collate...