Financial Planning Coordinator

5 days ago

StokeonTrent, Stoke-on-Trent, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Administrator Opportunity

Capio Recruitment Financial Planning is seeking an enthusiastic and hardworking Administrator to join their growing team in Stoke-on-Trent. As a Financial Planning Administrator, you will provide excellent back office support to their team of experienced advisers.

Key Responsibilities:
  • Deliver exceptional client service and support
  • Process pension transfers and other schemes with accuracy and efficiency
  • Update back office systems with relevant client information
  • Communicate effectively with third-party providers and clients
  • Prepare client meeting packs and support ad-hoc queries
Requirements:
  • Willingness to develop knowledge of the financial planning industry
  • Organized and hardworking with a strong attention to detail
  • Previous experience in a financial planning firm or wealth management environment
  • Good understanding of pensions and investments
  • Proficient in Microsoft Office and back office systems
  • Industry-relevant qualifications a plus

Capio Recruitment Financial Planning offers a supportive and dynamic work environment with opportunities for development and growth. If you are a motivated and detail-oriented individual looking to advance your career in financial planning, please contact one of our Financial Planning specialists to discuss this opportunity further.

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