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Financial Planning Coordinator

2 months ago

Hook, Greater London, United Kingdom Recruit UK Full time

Job Title: Financial Planning Coordinator

Job Summary:

We are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK. As a Financial Planning Coordinator, you will be responsible for processing new business, preparing review packs, performing fund switches and withdrawals, and acting as a point of contact for our clients.

Key Responsibilities:

  • Process new business and prepare review packs for clients
  • Perform fund switches and withdrawals as required
  • Act as a point of contact for clients and provide excellent customer service
  • Work closely with our team to ensure seamless delivery of services

Requirements:

  • Minimum 6 months' experience working in a financial services firm
  • Excellent written and verbal communication skills
  • Able to work as an individual and as part of a team

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the table. We have a reach of more than 100,000 financial services connections and are committed to promoting equality, diversity, and inclusion in all our business activities.

Our Commitment to You:

  • We take a holistic approach to career happiness, recognizing that it's rarely just about the money.
  • We use our network across the financial world to match you to your perfect position.
  • We cover the whole of the UK with a local touch through our regional teams.
  • We never pester you.

Additional Information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.