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Financial Planning Coordinator
2 months ago
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