Financial Planning Coordinator
1 month ago
Financial planning is a crucial aspect of any business, and we are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK Ltd. in Cardiff. This role offers a competitive salary of up to £32,000 per annum, with opportunities for career progression.
In this position, you will be responsible for onboarding new clients, sending letters of authority, and performing general administration tasks. If you have experience in the financial planning industry and possess excellent communication skills, we encourage you to apply.
- Key Responsibilities:
- Client Onboarding
- Letter of Authority Management
- General Administration
We offer a range of benefits, including a discretionary bonus, 30 days annual leave, and a pension contribution of 5%. Our company values equality, diversity, and inclusion, and we strive to create a supportive work environment.
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