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Financial Planning Coordinator

2 months ago

Poole, Poole, United Kingdom Recruit UK Full time

Job Title: Financial Planning Administrator

Industry: Wealth Management and Financial Services

Job Summary:

We are excited to be working with a thriving Independent Financial Planning firm to recruit a Financial Planning Administrator for their friendly team. This firm prides itself on a client-centric approach, always putting clients' needs first.

About the Role:

This is an excellent opportunity to grow your career within a supportive and dynamic firm. As a Financial Planning Administrator, you will provide administrative support to Financial Planners, client liaison, and assist in preparing suitability reports.

Key Responsibilities:

  • Provide administrative support to Financial Planners
  • Client liaison and communication
  • Assist in preparing suitability reports and meeting packs
  • Drafting letters and emails to clients
  • Maintain active monitoring of client-focused activity on platforms
  • Liaise with third-party providers
  • Comply with FCA regulations
  • Stay up to date with relevant product, legislative, and technical changes

What We Offer:

We offer a competitive salary up to £30,000, long-term career opportunities, and internal progression. Our company culture values high-quality service and client satisfaction.

Requirements:

  • Previous experience working as a wealth management administrator
  • Previous use of CRM systems (desirable)
  • Proficient with Microsoft Office
  • Excellent understanding of Financial Planning
  • Attention to detail and ability to work independently and as a team

About Recruit UK:

We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to the market. We have a reach of more than 100,000 financial services connections and are committed to finding the perfect position for you.