Financial Planning Coordinator

15 hours ago


Durham, Durham, United Kingdom Recruit UK Full time

Recruit UK is excited to present an exceptional opportunity for a skilled IFA Administrator to join a leading Independent Financial Advice firm based in Durham. This company has experienced significant growth and has created a collaborative and supportive working environment.

Company Overview:

  • A well-established, growing, and highly respected IFA firm
  • Specialising in holistic financial planning and advice
  • Modern office located in Durham
  • Supportive and collaborative back-office team

The Role: IFA Administrator As an IFA Administrator, you will play a pivotal role in supporting the financial advisers and providing administrative assistance to both the team and clients. Key responsibilities include:

  • Working as part of a friendly and professional back-office support team
  • Utilising Intelligent Office (IO) software to manage end-to-end administrative tasks, including various types of new business processing
  • Liaising with third-party platforms and product providers about client applications
  • Assisting financial advisers with client management and case preparation
  • Communicating with clients to address inquiries and assist with financial planning needs

What's in it for you:

  • Be part of a friendly and dynamic team within a reputable financial advice firm
  • Full study support provided to help you develop your skills and knowledge


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