Financial Planning Coordinator
4 days ago
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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