Financial Planning Coordinator

GREAT-MANS LTD; Bath; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial advisory firm is seeking a dedicated Financial Planning Administrator in Bath to provide exceptional administrative support to advisers and clients. The successful candidate will handle client inquiries, liaise with advisers, manage back-office documentation, and support new business submissions. Strong organizational and detail-oriented skills are essential for delivering efficient service.

Qualifications

• Strong organizational skills.
• Detail-oriented approach to delivering efficient service.

Responsibilities

• Handle client inquiries and provide support.
• Liaise with advisers and manage documentation.
• Support new business submissions.

Job description

A financial advisory firm in Bath is seeking a dedicated Financial Planning Administrator to provide exceptional administrative support to advisers and clients. The role is essential for ensuring smooth operational processes. Key responsibilities include handling client inquiries, liaising with advisers, managing documentation in the back-office system, and supporting new business submissions. Candidates should demonstrate strong organizational skills and a detail-oriented approach to deliver efficient service.