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Senior Financial Planning Coordinator

2 months ago

Great Bowden, United Kingdom Premier Jobs UK Limited Full time

Premier Jobs UK Limited is seeking a skilled Senior Financial Planning Coordinator in Market Harborough to join their respected financial planning firm. This hybrid role involves ensuring timely and accurate administration for life, pensions, and investments.

The business is building a strong infrastructure with a 2:1 ratio of back-office team to Financial Advisors. Key responsibilities include:

  • Client servicing through effective communication and relationship-building
  • Maintaining high standards of administration and compliance
  • Collaborating with the Financial Advisor team to deliver exceptional client experiences

This role requires strong organizational skills, attention to detail, and the ability to work effectively in a team environment. A keen eye for administration and excellent time management skills are essential for success in this position.

As a Senior Financial Planning Coordinator, you will have the opportunity to contribute to the growth and development of Premier Jobs UK Limited's financial planning services. If you possess excellent communication skills, a strong administrative background, and a passion for delivering exceptional client experiences, we encourage you to apply.

Estimated Salary Range: £30,000 - £40,000 per annum, depending on experience.