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Financial Planning Coordinator

1 month ago

Laughton en le Morthen, Rotherham, United Kingdom Recruit Wealth Ltd Full time
Join Our Team as a Financial Planning Coordinator

At Recruit Wealth Ltd, we are looking for a highly skilled and experienced Financial Planning Coordinator to join our team. This is an excellent opportunity for someone who wants to be part of a dynamic and award-winning financial services company.

As a Financial Planning Coordinator, you will play a crucial role in supporting our financial planners to provide the best possible service to our clients. Your primary responsibilities will include writing financial planning reports, researching products, and maintaining accurate client records.

To be successful in this role, you will need to have experience in a financial advice firm, possess strong report-writing skills, and be proficient in using IO/Intelligent Office. You should also have a diploma qualification or relevant experience and skills. Additionally, you will need to be able to produce business correspondence with high accuracy and have confidence in using IT and office software packages such as Word, Excel, and PowerPoint.

In return, we offer a competitive salary of £30,000 per annum, quarterly paraplanning bonuses, 25 days holiday plus bank holidays, and a range of other benefits including study support for professional industry exams, Adviser Academy opportunities, and progression within the company.