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Administrative Support Specialist
2 months ago
Job Overview:
Recruit UK | Certified B Corp™ is seeking an experienced Financial Planning Coordinator to join our team in Burnham-on-Sea. As a leading provider of recruitment services, we are committed to delivering exceptional results for our clients and candidates.
This is an exciting opportunity for a highly organized and detail-oriented professional to provide administrative support to our financial planning team. The successful candidate will be responsible for ensuring the smooth operation of our business, including managing client data, preparing client packs, and maintaining compliance documentation.
Key Responsibilities:
- Manage client data and maintain accurate records
- Prepare client packs and issue appointment notifications
- Liaise with clients and third parties to gather necessary information
- Process new business applications and manage workflow
- Support financial planners with diary management, meeting arrangements, and document preparation
- Optimize back-office systems and maintain compliance standards
Requirements:
- Previous experience in a financial planning or administrative role
- Excellent IT, communication, and organizational skills
- Proficient in using financial advice software
- Strong attention to detail and proactive approach
What We Offer:
- Competitive salary and benefits package
- Opportunities for career progression and professional development
- Hybrid working arrangement and carpool options
- Generous benefits, including PMI, pension, and support
- Collaborative and dynamic work environment
