Financial Planning Coordinator
3 weeks ago
Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Merthyr Tydfil, South Wales and Mid Wales
Estimated Salary: £26,000 - £32,000 per annum
About the RoleWe are seeking a highly skilled Financial Planning Administrator to join our client's financial planning firm in Merthyr Tydfil. The successful candidate will be responsible for onboarding new clients, sending out letters of authority, liaising with product providers, and performing general administration duties.
Duties and Responsibilities- Onboarding new clients and supporting in servicing existing clients
- Sending out letters of authority
- Liaising with product providers
- Working closely with the other administrators, paraplanners, and advisers
- General administration duties such as email management
- Competitive salary of up to £32,000 per annum
- Discretionary bonus
- 25 days holiday + Bank Holidays
- 5% pension contribution
- Hybrid working
- Career progression opportunities to Paraplanner, and eventually Advice (if desired)
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