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Financial Planning Coordinator

2 months ago

Tunbridge Wells, Kent, United Kingdom Recruit UK Full time

Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Tunbridge Wells

Salary: £24,000 - £32,000

Job Description:

Recruit UK is working with a B Corp firm in Tunbridge Wells to find an experienced Financial Planning Administrator.

This firm prioritizes employee well-being and offers an excellent benefits package.

As a Financial Planning Administrator, you'll collaborate with Paraplanners, Advisors, and Relationship Managers to deliver exceptional client service. Your responsibilities will include:

  • Managing client assets and implementing new advice
  • Ensuring accurate and up-to-date client data
  • Regular communication with clients
  • Onboarding new clients and servicing existing ones
  • Preparing and coordinating client meetings
  • Managing a varied workload with exceptional organization and focus

Benefits:

  • Basic salary between £24,000 - £32,000
  • Unlimited annual leave
  • Flexible hybrid working
  • Exam support
  • Access to benefits and perks package

Requirements:

We're looking for someone with:

  • Working towards the financial planning diploma
  • Experience in a financial planning firm
  • Able to commit to regular office attendance

About Recruit UK:

We're specialists in financial services recruitment, bringing unique expertise and connections to our clients and candidates. We have a reach of over 100,000 financial services connections and are committed to equality, diversity, and inclusion.

Our Approach:

  • We take a holistic approach to career happiness, considering factors beyond salary.
  • We provide honest feedback and use our network to match candidates to their perfect position.
  • We cover the whole of the UK with a local touch through our regional teams.
  • We respect our candidates' time and never pester them.

Additional Information:

Please note that due to the volume of applications, we'll contact you within 7 working days if your application is successful. If you haven't heard from us, please assume your application has been unsuccessful on this occasion. We may retain your information for future opportunities.