Senior Financial Planning Coordinator

2 days ago


Leamington Spa, Warwickshire, United Kingdom Eden Resourcing Full time

Eden Resourcing is a leading recruitment agency in the financial services sector. We are currently seeking an experienced Senior Financial Planning Coordinator to join our team.

The successful candidate will be responsible for providing administrative support to a team of Financial Advisors, processing new business, and dealing with investment and protection business. Key duties include:

  • Working closely with one Financial Planner to provide holistic support
  • Processing and submitting new business applications
  • Dealing with investment and protection business enquiries
  • Liaising with clients to deliver exceptional customer service
  • Preparing reports and documentation as required

In return for your hard work and dedication, you can expect a competitive salary of £35,000 per annum, plus benefits including hybrid working arrangements with 2 days in the office per week.

We are looking for a highly organized and detail-oriented individual with excellent communication skills and a good working knowledge of Microsoft Office and Outlook. Relevant experience within financial services is essential, as is experience with IFA back-office systems.



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