Financial Planning Coordinator
22 hours ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Leicester. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our financial services.
Key Responsibilities:- Manage client data and maintain accurate records
- Prepare and send client documents and correspondence
- Process new business submissions and track progress
- Ensure compliance with anti-money laundering regulations
- Provide administrative support to financial planners
- Previous experience working in a financial services environment
- Excellent knowledge of Microsoft Excel, Word, and Outlook
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment
We offer a competitive salary, 25 days holiday plus bank holidays, and a generous non-contributory group pension scheme. If you are a motivated and organized individual with a passion for financial services, we would love to hear from you.
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Financial Planning Specialist
7 days ago
Leicester, Leicester, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net-worth clients and support investment professionals in cultivating client relationships. Key responsibilities include analyzing financial data, building strong client relationships, and maintaining professionalism in a fast-paced...
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Financial Planning Specialist
7 days ago
Leicester, Leicester, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net-worth clients and support investment professionals in cultivating client relationships. Key responsibilities include analyzing financial data, building strong client relationships, and maintaining professionalism in a fast-paced...
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Financial Planning Administrator
18 hours ago
Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...
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Financial Planning Administrator
17 hours ago
Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...
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Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeJob Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Bond is seeking a highly organized and detail-oriented Financial Planning Coordinator to support our team of experienced financial planners.Key Responsibilities:Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and...
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Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeJob Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Bond is seeking a highly organized and detail-oriented Financial Planning Coordinator to support our team of experienced financial planners.Key Responsibilities:Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and...
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Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timeJob Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Leicester is seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team!We are a dynamic and growing company committed to providing top-tier financial advice and personalized service to our clients. Our team of experienced professionals...
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Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timeJob Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Leicester is seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team!We are a dynamic and growing company committed to providing top-tier financial advice and personalized service to our clients. Our team of experienced professionals...
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Financial Planning Coordinator
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timePosition: Financial Planning AdministratorSalary: £25,000Location: LeicesterAbout Pertemps Bond:At Pertemps Bond, we are dedicated to delivering exceptional financial guidance and personalized services to our clients. Our mission is to foster enduring relationships grounded in trust, integrity, and remarkable outcomes. We are in search of a Financial...
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Financial Planning Coordinator
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timePosition: Financial Planning AdministratorSalary: £25,000Location: LeicesterAbout Pertemps Bond:Pertemps Bond is dedicated to delivering exceptional financial guidance and tailored services to our clientele. We prioritize establishing enduring relationships grounded in trust, integrity, and remarkable outcomes. Our team of seasoned experts is focused on...
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Financial Planning Coordinator
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timePosition: Financial Planning AdministratorSalary: £25,000Location: LeicesterAbout Pertemps Bond:Pertemps Bond is dedicated to delivering exceptional financial guidance and personalized services to our clients. We pride ourselves on fostering enduring relationships built on trust, integrity, and outstanding outcomes. Our team of seasoned professionals is...
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Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob OverviewAbout NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services placements. We are proud to partner with a well-established Independent Financial Advisers, who have achieved consistent year-on-year growth.Job DescriptionKey Responsibilities:Provide administrative support to the financial planning team,...
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Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob OverviewAbout NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services placements. We are proud to partner with a well-established Independent Financial Advisers, who have achieved consistent year-on-year growth.Job DescriptionKey Responsibilities:Provide administrative support to the financial planning team,...
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Financial Planning Coordinator
4 days ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Leicester. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our financial planning processes.Key...
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Financial Planning Coordinator
4 days ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Leicester. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our financial planning processes.Key...
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Financial Planning Coordinator
1 week ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob OpportunityAbout the RoleNJR Recruitment is working with a well-established Independent Financial Advisers to find an ambitious and proactive Financial Planning Administrator.Key ResponsibilitiesAssist in the administration of financial planning servicesProvide administrative support to the financial planning teamContribute to the growth and development...
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Financial Planning Coordinator
5 days ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob OpportunityAbout the RoleNJR Recruitment is working with a well-established Independent Financial Advisers to find an ambitious and proactive Financial Planning Administrator to join their team.Key ResponsibilitiesAssist in the administration of financial planning services to clients.Provide administrative support to the financial planning team.Manage...
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Financial Planning Coordinator
5 days ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob OpportunityAbout the RoleNJR Recruitment is working with a well-established Independent Financial Advisers to find an ambitious and proactive Financial Planning Administrator to join their team.Key ResponsibilitiesAssist in the administration of financial planning services to clients.Provide administrative support to the financial planning team.Manage...
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Financial Planning Coordinator
2 days ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob OpportunityAbout the RoleNJR Recruitment is working with a well-established Independent Financial Advisers to find an ambitious and proactive Financial Planning Administrator.Key ResponsibilitiesAssist in the administration of financial planning servicesProvide support to the financial planning teamContribute to the development of financial planning...
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Financial Planning Coordinator
2 days ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob OpportunityAbout the RoleNJR Recruitment is working with a well-established Independent Financial Advisers to find an ambitious and proactive Financial Planning Administrator.Key ResponsibilitiesAssist in the administration of financial planning servicesProvide support to the financial planning teamContribute to the development of financial planning...