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Financial Planning Coordinator

2 months ago

Bristol, Bristol, United Kingdom Finlink Ltd Full time
{"title": "Financial Planning Role", "subtitle": "Join our team at Finlink Ltd", "content": "

We are seeking a skilled Financial Planning Coordinator to join our team at Finlink Ltd, a chartered financial planning firm based in the South of Bristol. As a key member of our team, you will be responsible for providing administration support and assisting our advisors and paraplanners with client liaison, review packs, and product research.

This is an exciting opportunity for a motivated individual to develop their skills and progress within our supportive office environment. With a focus on client satisfaction and no sales targets, you will be part of a team that prioritizes doing the right thing for our clients.

The role offers a competitive salary of up to \u00a330k, 12:45 finish every Friday, discretionary bonus, and a range of benefits including a non-contributory pension scheme, private health insurance, and study support.

If you are a detail-oriented and organized individual with a passion for financial planning, we encourage you to apply for this role. Please attach your CV and basic contact details, and we will take care of the rest.

Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator.

", "benefits": "
  • Salary up to \u00a330k
  • 12:45 finish every Friday
  • Discretionary bonus
  • Non-contributory pension scheme (8% Employer contribution)
  • 25 days holiday + Bank holidays
  • Private health insurance
  • Group life cover
  • Study support
  • Free parking
", "requirements": "

We are looking for a skilled and motivated individual with 2+ years' experience in IFA Administration. You will have excellent communication skills, a strong attention to detail, and the ability to work effectively in a team environment.

As a Financial Planning Coordinator, you will be responsible for providing administration support, assisting with client liaison, and preparing review packs. You will also have the opportunity to develop your skills and progress within our supportive office environment.

", "company": "Finlink Ltd"}