Financial Planning Coordinator

5 days ago


Loughton, Essex, United Kingdom CV Elite Ltd Full time
Company Overview

David Smith Financial Services is a reputable Chartered Financial Planning firm based in Loughton, Essex. Our team is dedicated to providing exceptional client-focused services.

Salary and Benefits

The estimated salary for this position is £35,000 - £45,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including professional development opportunities and a supportive work environment.

Job Description

We are seeking an experienced Financial Planning Administrator to provide administrative support to our Partners, Financial Planners, and Paraplanners. As a key member of our team, you will be responsible for:

  • Providing administrative support to the financial planning team
  • Assisting with client meetings and events
  • Maintaining accurate records and databases
Required Skills and Qualifications

To be successful in this role, you will need:

  • A strong understanding of financial planning principles and practices
  • Excellent administrative and organizational skills
  • Proficiency in Microsoft Office and other software applications
What We Offer

At David Smith Financial Services, we are committed to helping our employees grow and develop in their careers. As a Financial Planning Administrator, you will have access to ongoing training and professional development opportunities, as well as a competitive salary and benefits package.



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