Financial Planning Coordinator

2 months ago


Ipswich, Suffolk, United Kingdom Pure Resourcing Solutions Limited Full time

Pure Resourcing Solutions Limited is seeking a highly skilled and experienced Financial Planning Administrator to join their team. As a key member of the financial services team, the successful candidate will provide administrative support to Financial Planners and Directors, ensuring timely and accurate information is available for client meetings.

The ideal candidate will have a strong background in compliance and knowledge of pensions and investments. They will be responsible for maintaining up-to-date client records and ensuring internal systems and processes are followed.

The successful candidate will also have the opportunity to support and develop junior team members, enabling them to be as efficient and effective as possible.

Main Responsibilities:

  • Provide administrative support to Financial Planners and Directors
  • Maintain up-to-date client records
  • Ensure internal systems and processes are followed
  • Support and develop junior team members

Requirements:

  • Progressing towards the Diploma in Financial Planning
  • Knowledge of providing accurate and timely financial services administrative support
  • Strong background in compliance
  • Knowledge of pensions and investments

Pure Resourcing Solutions Limited offers a competitive salary and great benefits package to the successful candidate.


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