Financial Planning Coordinator

5 days ago


Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

Role Summary

We are seeking a highly skilled Financial Planning Administrator to join our team.

About the Role

This is an exciting opportunity for a motivated and organised individual to work in a fast-paced financial planning environment.

Key Responsibilities

The successful candidate will be responsible for:

  • Processing new business and communicating with clients to develop relationships
  • Producing new quotes and obtaining valuations
  • Liaising with financial providers, investment companies, and other third parties
  • Following up with clients after adviser meetings and phone calls

Essential Skills

To be successful in this role, you will need:

  • At least three years of relevant experience
  • A genuine interest in money and investing
  • Excellent organisational skills
  • An excellent telephone manner and email writing skills
  • A good level of maths skills

About Us

We are a leading financial planning firm offering excellent career opportunities for those looking to develop their careers. If you have the skills and experience we are looking for, please apply now.



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