Financial Planning Coordinator

4 weeks ago


StratforduponAvon, Warwickshire, United Kingdom Recruit Wealth Full time

We are seeking an experienced administrator to support our Financial Planners in day-to-day tasks and activities, upholding the highest standards with clients.

Key Responsibilities:

  • Manage and maintain the back-office system, ensuring accurate and timely data entry and consolidation of adviser fee income.
  • Collate and forward provider statements, client attitude to risk questionnaires, and letters of authority as required.
  • Chase and consolidate information received from third parties, ensuring seamless communication with clients.
  • Utilize platforms such as Transact and AJ Bell Investcentre to support the team's activities.
  • Develop and maintain general IT skills, including proficiency in Word and Excel.

Requirements:

  • Experience with Intelligent Office (Intelliflo) and other relevant software.
  • Strong organizational and communication skills, with the ability to work effectively in a team environment.
  • Ability to maintain confidentiality and handle sensitive information with discretion.

About Us:

Our client is a reputable financial advisory business with a strong reputation in the industry. We offer a supportive and dynamic work environment, with opportunities for growth and development.



  • Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our Wealth Management team, you will provide administrative support to our experienced Advisers and Paraplanners, ensuring the delivery of exceptional...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a key member of our Wealth Management team, you will provide administrative support to our experienced Advisers and Paraplanners, ensuring the delivery of exceptional...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorJob Summary:We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a Financial Planning Administrator, you will play a key role in supporting our team of experienced Advisers and Paraplanners to provide a top-quality service to our...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorJob Summary:We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a Financial Planning Administrator, you will play a key role in supporting our team of experienced Advisers and Paraplanners to provide a top-quality service to our...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Financial Planning SpecialistCompany Overview:A well-established firm of Chartered Accountants is seeking a talented Financial Planning Specialist to join their dynamic team. The firm offers a wide range of services, including financial planning, tax planning, and advisory services for SMEs, and is known for its commitment to client...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Financial Planning Specialist / Post Qualified Practice AccountantCompany Overview:A well-established firm of Chartered Accountants in Manchester is seeking a talented Financial Planning Specialist or Post Qualified Practice Accountant to join their dynamic team. The firm offers a wide range of services, including financial planning, tax planning,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom mbf. Full time

    Financial Planning Administrator OpportunityWe are seeking an experienced Financial Planning Administrator to join our team at mbf. in Manchester. As a Financial Planning Administrator, you will provide technical administrative support to our team of Senior Financial Planners, working closely with them to deliver excellent client outcomes.The ideal candidate...


  • Stratford-upon-Avon, Warwickshire, United Kingdom mbf. Full time

    Financial Planning Administrator OpportunityWe are seeking an experienced Financial Planning Administrator to join our team at mbf. in Manchester. As a Financial Planning Administrator, you will provide technical administrative support to our team of Senior Financial Planners, working closely with them to deliver excellent client outcomes.The ideal candidate...


  • Stratford-upon-Avon, Warwickshire, United Kingdom mbf. Full time

    About the RoleAs a Financial Planning Administrator at mbf., you will play a vital role in supporting the Wealth Management team in delivering exceptional client service. Your primary responsibility will be to provide high-quality administrative support to Financial Advisors and clients, ensuring the smooth processing of financial planning cases from client...


  • Stratford-upon-Avon, Warwickshire, United Kingdom mbf. Full time

    About the RoleAs a Financial Planning Administrator at mbf., you will play a vital role in supporting the Wealth Management team in delivering exceptional client service. Your primary responsibility will be to provide high-quality administrative support to Financial Advisors and clients, ensuring the smooth processing of financial planning cases from client...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Recruit UK Full time

    Financial Planning Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit UK. As a key member of our Adviser Support Team, you will provide administrative and financial planning support to our advisers, ensuring seamless delivery of services to our clients.Key...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Recruit UK Full time

    Financial Planning Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit UK. As a key member of our Adviser Support Team, you will provide administrative and financial planning support to our advisers, ensuring seamless delivery of services to our clients.Key...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Financial Divisions Full time

    Unlock Your Potential in Private Client Wealth ManagementWe are seeking a talented Graduate to join our team at Financial Divisions, a leading provider of financial advice to private individuals. As a Graduate Trainee, you will have the opportunity to develop your skills and knowledge in Wealth Management, working closely with our experienced Financial...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Financial Divisions Full time

    Unlock Your Potential in Private Client Wealth ManagementWe are seeking a talented Graduate to join our team at Financial Divisions, a leading provider of financial advice to private individuals. As a Graduate Trainee, you will have the opportunity to develop your skills and knowledge in Wealth Management, working closely with our experienced Financial...

  • Financial Analyst

    4 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Financial ProfessionalCompany Overview: Imperium Financial Recruitment is seeking a talented Financial Professional to join their dynamic team. The company offers a wide range of services, including financial planning, accounting, and advisory services for SMEs, and is known for its commitment to client success.Position Overview:This role is ideal...

  • Financial Analyst

    4 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Financial ProfessionalCompany Overview: Imperium Financial Recruitment is seeking a talented Financial Professional to join their dynamic team. The company offers a wide range of services, including financial planning, accounting, and advisory services for SMEs, and is known for its commitment to client success.Position Overview:This role is ideal...


  • Stratford-upon-Avon, Warwickshire, United Kingdom tmwi Full time

    Job SummaryWe are seeking a highly organized and communicative Financial Services Coordinator to join our client services team at tmwi. As a key member of our team, you will be responsible for supporting the delivery of reports, insight documents, and developing planning and wider client business understanding.Key Responsibilities* Develop and maintain a...

  • Financial Analyst

    3 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Management Accountant / Post Qualified Practice AccountantLocation: ManchesterCompany Overview:A leading firm of Chartered Accountants in Manchester is seeking a talented Management Accountant or Post Qualified Practice Accountant to join their dynamic team. The firm offers a wide range of services, including accounts preparation, tax planning,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Robert Walters Full time

    Financial Planning ManagerRobert Walters is seeking a highly skilled Financial Planning Manager to join their dynamic Finance team. As a key member of the team, you will play a pivotal role in maintaining accurate financial records, tracking performance, and preparing insightful financial statements.Key Responsibilities:Maintain accurate financial records...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Robert Walters Full time

    Financial Planning ManagerRobert Walters is seeking a highly skilled Financial Planning Manager to join their dynamic Finance team. As a key member of the team, you will play a pivotal role in maintaining accurate financial records, tracking performance, and preparing insightful financial statements.Key Responsibilities:Maintain accurate financial records...