Financial Planning Coordinator

1 month ago


Cardiff, Cardiff, United Kingdom Recruit UK Ltd. Full time

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.



  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...


  • Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full time

    In this rewarding role, you will provide exceptional administrative support to our clients and colleagues, ensuring seamless communication and efficient processes. If you have a passion for delivering high-quality services and are committed to excellence, we want to hear from you!About the TeamWe are a dynamic and innovative Wealth Management company,...


  • Cardiff, Cardiff, United Kingdom Financial Edge Full time

    We are seeking a skilled Net-Zero Solutions Coordinator to join our team at Financial Edge. As a key member of our team, you will be responsible for overseeing and managing multiple projects focused on energy efficiency and retrofit.About the RoleThe successful candidate will have previous project management experience, technical knowledge of retrofit and...


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    Job Title: Advisory Financial ConsultantQuilter Financial Advisers is seeking an experienced Advisory Financial Consultant to join our team. As an Advisory Financial Consultant, you will work closely with clients to understand their financial needs and provide expert advice and guidance to help them achieve their goals.The ideal candidate will have a strong...

  • UK Financial Advisor

    2 months ago


    Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...

  • Quilter Academy

    2 months ago


    Cardiff, Wales, Cardiff County, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    Job Title: Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team at Quilter Financial Advisers. As a Financial Services Expert, you will play a crucial role in helping individuals make wise and profitable decisions to meet their financial goals.The ideal candidate will have proven experience as a financial...


  • Cardiff, Cardiff, United Kingdom beBee Professionals Full time £35,000 - £45,000

    In this role, you will work closely with our construction team to deliver high-quality projects on time and within budget. As a Financial Project Coordinator, your primary responsibility will be to analyze and manage project costs, identifying opportunities for cost savings and process improvements.Key Tasks:Analyze and estimate project costs, ensuring...


  • Cardiff, Cardiff, United Kingdom SF Recruitment (Birmingham) Full time

    Job Title: Financial Planning Manager£50,000-£55,000 per annumSF Recruitment (Birmingham) is seeking a talented and experienced Financial Planning Manager to join our team. This is an excellent opportunity for a qualified accountant to take on a key role in our finance function and contribute to the company's continued growth and success.The successful...


  • Cardiff, Cardiff, United Kingdom Secure Trust Bank PLC. Full time

    We're seeking an experienced professional to join our team as a Financial Services Coordinator. In this role, you'll be responsible for coordinating customer interactions and ensuring seamless communication between our teams.The estimated salary for this position is £22,000 - £28,000 per annum, depending on experience. As a Financial Services Coordinator,...


  • Cardiff, Cardiff, United Kingdom Network Rail Full time

    Network Rail is seeking a skilled Financial Planning Specialist to join our team. This role involves working as an integral member of our business senior leadership team, proactively identifying and enabling the finance needs of the business to be met.The ideal candidate will have successful relevant experience working in a complex financial environment,...


  • Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Planning ProfessionalAre you a driven and ambitious individual looking to kick-start your career in the financial services industry?We are excited to be working with a leading Wealth Management firm in Cardiff, who are seeking an experienced Associate Financial Adviser to join their team.This role offers a unique opportunity for you to...


  • Cardiff, Cardiff, United Kingdom CV-Library Full time

    Technical Support Analyst – Financial PlanningLocation: CardiffSalary: Competitive + Bonus (£50,000 - £70,000 per annum)About the RoleWe are seeking an experienced Technical Administrator to join our dynamic Finance Team in Cardiff.You will be responsible for providing high-quality support to the Financial Planning Manager and clients.Manage financial...


  • Cardiff, Cardiff, United Kingdom Sitka Recruitment Ltd Full time

    Job Title: Financial Planning AnalystAbout the Role:The Sitka Recruitment Ltd is seeking a skilled Financial Planning Analyst to join their finance team on a temporary basis with a potential for permanency. This role will be responsible for developing accurate financial forecasts and long-term plans that align with the company's objectives.Key...


  • Cardiff, Cardiff, United Kingdom ENGINEERINGUK Full time

    About the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at ENGINEERINGUK. This is an exciting opportunity for a senior finance professional to work closely with business leaders to drive financial planning and decision-making.Key Responsibilities:Provide strategic financial guidance and advice to senior leaders on financial...


  • Cardiff, Cardiff, United Kingdom Educators Wales Full time

    **About the Role**An exciting opportunity has arisen within the Education Directorate of Cardiff Council for a skilled Financial Services Coordinator. Based within the Youth Service, this role will contribute to the provision of an efficient and high-quality range of services to young people in the city.The successful candidate will be part of a dynamic team...


  • Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full time

    Administrative Support PositionWe are seeking an experienced Administrative Support Coordinator to join our team at Perspective (Gould Financial Planning) Ltd in Cardiff. As a key member of the team, you will provide high-level administrative support and act as the primary point of contact for client queries.About the RoleThis is a challenging and rewarding...


  • Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the RoleRecruit UK is excited to present a fantastic opportunity for an individual to join one of the UK's leading and rapidly growing financial advice firms in Cardiff. This role will provide valuable experience within the financial planning industry, including working directly with clients to guide them in making informed decisions about their...


  • Cardiff, Cardiff, United Kingdom Vargo Group Full time

    Vargo Group Job Description:Finance Analyst (£40,000 - £50,000 per annum) - CardiffJob Summary:The Vargo Group is recruiting an experienced Finance Analyst to work on financial planning, budgeting, and forecasting. This role involves collaborating with teams to analyze financial data, develop strategic financial plans, and improve financial reporting...


  • Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full time

    This is an exciting opportunity to join the finance team at Cardiff and Vale University Health Board as a financial planning specialist. The successful candidate will be responsible for providing business partnering support to various directorates, working closely with the Clinical Board to ensure efficient use of financial resources.The role requires a...