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Financial Planning Coordinator

2 months ago

Kettering, Northamptonshire, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Administrator Role

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our back-office function, you will provide administrative support to our paraplanning team and planners, ensuring seamless communication with clients and providers.

Key Responsibilities:

  • Provide administrative support to the paraplanning team and planners, including data entry, document preparation, and filing.
  • Communicate effectively with clients and providers, both verbally and in writing.
  • Assist with the preparation of reports, presentations, and other materials as required.
  • Maintain accurate and up-to-date records and databases.
  • Contribute to the development of processes and procedures to improve efficiency and productivity.

Requirements:

  • R01, CF1, FA1 or equivalent qualifications, with a desire to further study to obtain the Level 4 Diploma in Financial Planning.
  • Experience working within a financial services firm, preferably in a similar role.
  • Excellent communication and analytical skills, with a strong attention to detail and numerical ability.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career development and progression within the firm.
  • A dynamic and supportive work environment.

If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.