Financial Planning Coordinator

4 hours ago


Manchester, New Hampshire, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Title: Finance Administrator

We are seeking an experienced Finance Administrator to join our team in Manchester. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring they can deliver exceptional client service.

About the Role:

This is an excellent opportunity to work with a leading financial advisory business, providing a positive professional experience for our clients. You will be responsible for:

  • Providing administrative support to our financial advisers and paraplanners
  • Managing client data and records
  • Preparing financial reports and presentations
  • Coordinating meetings and events
  • Developing and maintaining relationships with clients and stakeholders
What We Offer:

We offer a competitive salary, 25 days' holiday plus bank holidays, and a range of benefits, including a quarterly bonus scheme, pension, private medical insurance, and life assurance. You will also have the opportunity to develop your skills and knowledge through our generous study/training program.

About Us:

Recruit UK | Certified B Corp™ is a specialist recruitment agency in the financial services sector. We pride ourselves on our unique expertise, insight, and connections, and our commitment to delivering exceptional service to our clients and candidates. If you are a motivated and organized individual with a passion for financial services, we would love to hear from you.



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