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Financial Planning Coordinator
2 months ago
Job Title: Financial Planning Administrator
Industry: Financial Services
Location: UK
Salary: £25,000 - £30,000
Job Type: Full-time
Job Description:
Recruit UK is seeking a highly organized and detail-oriented Financial Planning Administrator to join a successful financial services company.
The ideal candidate will have a strong background in administration and a passion for financial planning. As a Financial Planning Administrator, you will be responsible for providing administrative support to the financial advisers and assisting with the preparation of client reports.
Key Responsibilities:
- Submitting new business applications
- Organizing letters of authority and other client documents
- Coordinating meetings and appointments with clients and product providers
- Preparing review packs and other client materials
- Liaising with clients and product providers to ensure seamless communication
Requirements:
- Strong administrative skills and attention to detail
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Knowledge of financial planning principles and practices
- Proficiency in Microsoft Office and other administrative software
What We Offer:
- Competitive salary of £25,000 - £30,000 (dependent on experience)
- Discretionary bonus scheme
- Hybrid working arrangement (subject to discussion)
- 25 days annual leave
- Christmas closure
- Fully funded professional qualifications
About Us:
Recruit UK is a leading recruitment agency specializing in financial services and administration. We are committed to providing exceptional service to our clients and candidates, and we are passionate about helping individuals achieve their career goals.
How to Apply:
If you are a motivated and organized individual with a passion for financial planning, please submit your application, including your resume and a cover letter, to [insert contact information].
