Financial Planning Coordinator
6 days ago
**Financial Planning Firm Seeks Experienced Administrator**
Recruit UK | Certified B Corp™ is working with a reputable financial planning company in the UK to find a skilled Financial Planning Administrator to join their team. This is an exciting opportunity for a professional to work in a dynamic and growing industry.
**Key Responsibilities:**
- Onboard new clients and provide exceptional support to existing clients
- Coordinate the sending of letters of authority
- Liaise with product providers to ensure seamless service delivery
- Collaborate with other administrators, paraplanners, and advisers to achieve team goals
- Perform general administrative tasks, including email management and data entry
**Benefits Package:**
- Competitive salary of up to £32,000
- Discretionary bonus scheme
- 28 days annual leave
- 5% Pension contribution
- Private medical insurance
**Requirements:**
- Experience working in the financial planning industry
- Part-qualified through CII or LIBF ideal
- Strong working knowledge of UK financial products
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