Financial Services Coordinator

4 days ago


Haslemere, Surrey, United Kingdom Recruit UK Ltd. Full time

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Haslemere

Estimated Salary: £30,000 - £40,000 per annum

Job Reference: 9207

We are delighted to be partnering with a prestigious wealth management firm situated near Haslemere to find a highly motivated individual for the role of Financial Planning Administrator. If you are seeking a challenging position that offers excellent career growth opportunities, this could be the ideal opportunity for you.

Our client values work-life balance and creating a positive and inclusive workplace environment. Key responsibilities include processing new business, producing quotes, preparing meeting packs, completing paperwork, client liaison, diary management, and general administration tasks.

  • Process new business enquiries and manage relationships with clients
  • Generate accurate and timely quotes
  • Create professional meeting packs and documentation
  • Manage administrative tasks, including data entry and filing
  • Collaborate with clients to understand their needs and provide exceptional service
  • Organize diaries and coordinate meetings
  • Contribute to a dynamic team environment by sharing knowledge and best practices

Benefits:

  • Full support for professional development and certifications
  • Free parking on site
  • Hybrid working arrangement – spend half your week working from home
  • Long-term career progression within the company, starting as an administrator, progressing to paraplanner, and ultimately becoming an advisor
  • A friendly and sociable office environment

Requirements:

  • Prior experience in administration or graduate studies
  • Able to multitask and prioritize tasks efficiently
  • Problem-solving skills to address complex issues
  • Excellent communication skills, both written and verbal
  • Able to work independently and collaboratively as part of a team


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