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Financial Planning Coordinator

2 months ago


Stroud, Gloucestershire, United Kingdom Recruit UK Full time

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Remote Opportunity

Salary: £25,000 - £30,000

Job Type: Full-time

About the Role:

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit UK. As a key member of our operations team, you will play a crucial role in supporting our financial planning services.

Key Responsibilities:

  • Submit new business opportunities to our financial advisors
  • Organize and coordinate meetings with clients and stakeholders
  • Prepare review packs and other administrative materials
  • Liaise with clients, product providers, and internal teams to ensure seamless communication

Benefits:

  • Competitive salary of £23,000 - £30,000 (dependent on experience)
  • Discretionary bonus scheme
  • Hybrid working arrangement available for the right candidate
  • 25 days annual leave
  • Christmas closure
  • Fully funded professional qualifications
  • Private medical insurance
  • 5% pension contribution
  • Career progression opportunities to Paraplanning or other roles

Requirements:

  • Experience working in the financial services industry or a related field
  • Strong administrative skills and attention to detail
  • Excellent communication and interpersonal skills