Senior Financial Planning Coordinator
2 days ago
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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Financial Planning Manager
2 weeks ago
Leamington Spa, Warwickshire, United Kingdom National Grid Full timeAbout the RoleWe are seeking an experienced Senior Finance Business Partner to join our team in Warwick. The successful candidate will have a strong background in financial planning, analysis, and reporting, with excellent communication and interpersonal skills.This is a hybrid working role, with circa 2 days in the office. As a key member of our National...
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Financial Audit Expert
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Leamington Spa, Warwickshire, United Kingdom Hays Senior Finance Full timeAbout Hays Senior FinanceHays Senior Finance is a leading provider of senior-level financial professionals to top companies in the region. Our team of experts works closely with clients to identify and fill critical skill gaps, ensuring that our candidates are well-suited to meet the demands of their new roles.
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Financial Planning Analyst
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Senior Financial Leader
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Financial Planning Manager
18 hours ago
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Energy Planning Coordinator for Wales
2 weeks ago
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Financial Planning Support Specialist
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Energy Planning Coordinator for Scotland
4 weeks ago
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Financial Planning Assistant
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Leamington Spa, Warwickshire, United Kingdom NJR Recruitment Full timeCompany OverviewA leading National Firm of Independent Financial Planners in Nottingham seeks an accomplished Administrator to join their team. This dynamic organization is committed to delivering exceptional client service and requires an experienced professional to provide administrative support to one Adviser.Salary and BenefitsThe successful candidate...
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Regional Energy Planning Coordinator
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Financial Planning and Control Specialist
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South West Energy Planning Coordinator
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Senior Financial Accountant
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Financial Director
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Senior Relocations Coordinator
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Construction Project Coordinator
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Chief Financial Officer
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Financial Services Lead
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