Financial Planning Coordinator

6 days ago


Birmingham, Birmingham, United Kingdom Front Row Recruitment Full time

Front Row Recruitment is a leading name in the UK's Financial Services and Investment Management sectors. They currently seek an experienced Financial Planning Coordinator to join their team based in Birmingham.

The ideal candidate will possess 2 years plus experience in a similar support role within the financial services sector, ideally from an IFA although experience from a provider will be considered. Good all-round knowledge of financial service products and compliance is also important.

This is a great opportunity to work with one of the UK's most respected financial service/investment institutions offering a friendly working environment and a generous remuneration package. The estimated salary for this position is £25,000-£30,000 per annum.

  • Acting as a first point of contact for clients and product providers
  • Preparing meeting packs and client engagement letters for new clients
  • Assisting financial planners with new business submissions
  • Working with the Financial Planners to produce annual reviews for clients
  • Use of provider systems to generate valuations
  • Ensuring that new business is processed efficiently
  • Completing anti-money laundering checks on clients
  • Submit letters of authority to providers
  • Assisting the paraplanning team with client reviews


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