Financial Planning Coordinator

4 days ago


Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time
Financial Planning Administrator Role

Job Summary:

We are seeking an experienced financial services administrator to join our client's team in Grimsby. As a financial planning administrator, you will be responsible for providing administrative support to a range of high net worth and ultra-high net worth financial planning clients.

Key Responsibilities:

  • Providing technical and administrative support to financial planners and other team members
  • Managing client data and maintaining accurate records
  • Preparing and presenting reports and other documents
  • Assisting with the development of business plans and strategies
  • Supporting the delivery of excellent customer service

Requirements:

  • Strong technical and administrative knowledge of financial services
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Discretionary bonus
  • Study support towards Diploma
  • Opportunity to progress through the business
  • Auto-enrolment pension

What We Offer:

  • Salary up to £29,000 (dependent on qualifications and experience)
  • 20 days holiday + bank holidays - with the possibility to buy more
  • Hybrid working (2 days from home)
  • Flexible working hours

About Us:

Our client is a leading firm in the Northeast of England, with a strong track record of internal promotions and a supportive team environment.



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