Administrative Coordinator for Financial Services

11 hours ago


Carlisle, Cumbria, United Kingdom CV-Library Full time

This leading Chartered Financial Planning firm based in Penrith is looking for an experienced administrator to support their Financial Planners. The ideal candidate will have excellent communication skills and be able to maintain accurate records.

Job Summary:
  • Prepare client meeting materials and ensure accuracy of client records.
  • Work closely with the Financial Planners to deliver high-quality results.
Your Qualifications:
  • Previous experience as a Paraplanner or Administrator within a Financial Advisory organisation.
  • Familiarity with systems such as Intelligent Office is an advantage.
Our Benefits:
  • A salary of approximately £26,000 per annum.
  • Excellent opportunities for professional growth and development.
  • Flexible working arrangements.
  • Parking facilities available.


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