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Financial Planning Coordinator

2 months ago

StratforduponAvon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Administrator Role

Capio Recruitment Financial Planning is seeking a highly skilled Financial Planning Administrator to join their team. As a Financial Planning Administrator, you will play a crucial role in supporting the team of experienced Advisers and Paraplanners to provide a top-quality service to clients.

Key Responsibilities:
  • Preparing financial reports and Letters of Authority
  • Liaising with product providers
  • Supporting the team to deliver exceptional client service
Requirements:
  • Previous experience in an administrative position
  • A relevant degree or experience working within financial services
  • Excellent verbal and written communication skills
  • Desire to learn and work towards industry-relevant qualifications
  • Strong attention to detail

Capio Recruitment Financial Planning offers a competitive salary and a strong benefits package. If you are interested in this role, please get in touch with us to learn more about the position and how you can contribute to the team's success.