Financial Planning Coordinator
2 days ago
We are working with a Chartered Financial Planning company in Bath to recruit a Financial Planning Administrator to join their back office team.
The successful candidate will be responsible for onboarding new clients, sending out letters of authority, liaising with product providers, and working closely with other administrators, paraplanners, and advisers.
Key responsibilities include:
- Providing administrative support to the financial planning team
- Managing client onboarding and servicing
- Liaising with product providers and other stakeholders
- Assisting with general administration duties
Benefits of the role include:
- Competitive salary of up to £32,000
- Discretionary bonus scheme
- 28 days annual leave
- 5% Pension contribution
- Private medical insurance
Requirements for the role include:
- Experience working in the Financial Planning industry
- Part qualified through CII or LIBF ideal
- Good working knowledge of UK products
About Recruit UK:
We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to our clients and candidates. We have a reach of over 100,000 financial services connections and are pleased to be working with this Financial Planning firm to find the right candidate for this role.
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