Financial Services Coordinator

2 weeks ago

Braintree, Essex, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning firm based in the UK who are looking for a Paraplanner to join their team. This role offers hybrid working arrangements, with the opportunity to work from home and in the office.

The Role

As a leading Financial Planning firm, we are seeking a skilled Paraplanner to work alongside our Financial Planners, attending client meetings as required and using cashflow forecasting to deliver a highly personalized holistic financial planning service to a wide range of clients. The ideal candidate will be technical and have some experience at building financial plans and strategies.

Responsibilities

  • Undertake technical research, compile financial planning recommendations, and implement solutions.
  • Analyze portfolios, benchmarking, rebalancing, and ongoing portfolio maintenance.
  • Prepare for and attend client meetings with Financial Planners, developing relationships with clients and acting as the first point of contact for client queries.
  • Analyze client data and prepare cash flow analysis (using Voyant).
  • Liaise with product providers and other third parties.
  • Provide the best level of client experience, keeping in regular communication with clients.
  • Work with the administrative support team to ensure the highest level of client service is delivered.
  • Ensure all regulatory and compliance standards are met.
  • Contribute to the ongoing development of best practice within the business.

Requirements

  • A minimum of 2 years' experience in a similar role.
  • Diploma in Financial Planning (Dip PFS) - highly preferable.
  • Knowledge and experience of all areas of financial planning - investment portfolio management, pensions, taxation, protection, estate planning, etc.
  • A strong relationship builder and collaborative team player with a caring and quality-focused, client-centric approach.
  • The ability to manage workflow effectively.
  • Experience of cash flow modeling, preferably Voyant.
  • Preferably - experience of dealing with complex financial planning or high net worth clients.

The successful Paraplanner will enjoy a highly rewarding career, working for a progressive company who invest in, value, and reward their staff.

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