Financial Planning Coordinator

3 weeks ago


Merthyr Tydfil, Merthyr Tydfil, United Kingdom Recruit UK Ltd. Full time

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 Role

We 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
Benefits
  • 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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