Financial Planning Coordinator
2 weeks ago
Are you a detail-oriented and organized individual looking to step into a role that offers growth and development opportunities? Recruit UK Ltd. is partnering with a multi-practice firm seeking a Financial Planning Administrator to join their team in Wakefield. The role involves supporting Financial Advisers with a range of duties, including processing new client applications, maintaining client records, and liaising with third-party providers.
Key Responsibilities:
• Processing new client applications and maintaining accurate records
• Liaising with third-party providers and assisting with investment transactions
• Supporting Financial Advisers with a wide range of duties
What We Offer:
• Long-term career opportunity with the potential to step into paraplanning and financial advice
• Opportunity to earn a bonus
• 25 days' holiday per year plus bank holidays
About Recruit UK Ltd.:
We're specialists in financial services recruitment, bringing unique expertise and connections to the table. Our reach extends beyond 100,000 financial services connections, and we're committed to promoting equality, diversity, and inclusion in all our business activities.
How We Can Help:
We use our network across the financial world to match candidates with their perfect positions. With a local touch through our regional teams, we cover the whole of the UK, ensuring a tailored approach to your job search.
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