Financial Planning Coordinator

4 weeks ago


Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit UK | Certified B Corp™. As a key member of our small but supportive team, you will play a vital role in helping our Financial Planning professionals manage high net worth clients and foster new relationships.

Your responsibilities will include preparing documentation ahead of client meetings, welcoming clients into the office, and supporting the administration of new and existing business. You will enjoy a balanced work environment with the option to work in the office or at home.

Key Benefits:

  • Competitive salary up to £35,000
  • 25 days holiday + BH
  • Birthday off work
  • Holiday purchase scheme
  • Pension contribution
  • DIS
  • EAP support
  • Salary sacrifice schemes for health and insurance
  • Study support

Requirements:

  • At least 2 years of experience supporting Financial Advisers with administration
  • Client facing experience

Why Choose Us?

At Recruit UK, we connect talented professionals with leading firms, providing you with the opportunity to grow in a supportive environment. If you're ready to make a positive impact in financial planning, we want to hear from you. We will contact you within 7 days if your application is successful; if not, we will keep your details on file for future opportunities.



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