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Financial Planning Coordinator

2 months ago

Birmingham, Birmingham, United Kingdom Bruin Full time

Job Summary

A leading boutique financial services company, Bruin, is seeking a skilled Financial Planning Administrator to join their Client Servicing team in a dynamic and supportive environment.

Key Responsibilities

  • Support the delivery of exceptional client service by providing administrative assistance to Advisers and Paraplanners.
  • Manage the submission of new business applications, Annual Reviews, and Portfolio Reviews.
  • Liaise with clients, solicitors, accountants, life offices, lenders, and platform providers to ensure seamless communication.
  • Handle complex administration enquiries and oversee the signing off of Platform withdrawals, fund switches, and transactions.
  • Obtain quotations using research tools and prepare reports to assist with suitability reports.

Requirements

  • Knowledge and experience of investments and pension products.
  • Experience of using a wide range of provider platforms.
  • Strong administrative skills and attention to detail.
  • Excellent communication and interpersonal skills.

About Bruin

Bruin is a leading provider of financial services, committed to delivering exceptional client service and providing a supportive and inclusive work environment. We offer a comprehensive study support program and opportunities for career development and progression.