Financial Services Operations Coordinator

5 days ago


Gloucester, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

As a Senior Financial Planning Administrator, you will play a key role in supporting our Financial Planning team at Recruit UK Ltd. Your primary responsibilities will include submitting new business, organizing letters of authority, arranging meetings, preparing review packs, and liaising with clients and providers.

Salary and Benefits

The estimated annual salary for this role is £27,500, which includes a competitive salary of £25,000 - £30,000 (negotiable), plus additional benefits such as a discretionary bonus, hybrid working arrangement, 25 days holiday, Christmas closure, fully funded professional qualifications, private medical insurance, and 5% pension contribution.

Key Requirements
  • Minimum of 2 years' experience in Financial Planning or a similar industry
  • Proven administration skills with excellent attention to detail
  • Excellent communication and client-focused skills
What We Offer

We offer a comprehensive package of benefits, including competitive salary, discretionary bonus, hybrid working arrangement, 25 days holiday, Christmas closure, fully funded professional qualifications, private medical insurance, and 5% pension contribution. Our company values diversity and inclusion, and we welcome applications from candidates with a wide range of backgrounds and experiences.



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