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Financial Planning Coordinator
2 months ago
Job Title: Financial Planning Coordinator
Industry: Financial Services
Job Type: Full-time
Location: Remote
Salary: £24,000 - £32,000
Job Description:
Recruit UK is working with a leading financial services firm to recruit an experienced Financial Planning Coordinator to join their team.
This firm is known for its commitment to excellence and its focus on delivering top-notch service to clients. As a Financial Planning Coordinator, you will play a key role in supporting the financial planning team to deliver exceptional results.
Your responsibilities will include:
- Managing and administering client assets and implementing new advice
- Ensuring client data is up-to-date and accurate
- Regularly communicating with clients
- Handling the onboarding of new clients and servicing existing ones
- Preparing, coordinating, and following up on client meetings
- Managing a varied workload while maintaining exceptional organisation and focus
Requirements:
- Working towards the financial planning diploma
- Experience working within a financial planning firm
- Able to commit to working remotely
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the table. We have a reach of over 100,000 financial services connections and are committed to finding the best candidates for our clients.
Our Commitment:
- We embrace equality, diversity, and inclusion and will seek to promote these values in all of our business activities.
- We take a holistic approach to career happiness, recognising that it's not just about the money.
- We cover the whole of the UK with a local touch through our regional teams.
- We never pester our candidates.
Additional Information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
