Financial Services Coordinator

8 hours ago


Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full time
Paraplanner Role

We are seeking a skilled Paraplanner to join our team at Uniting People. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial and tax planning services to our clients.

Key Responsibilities:
  • Interpret data and obtain information to support the development of personalized financial plans.
  • Research and analyze products, including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, and IHT Income.
  • Manage documents and stay up-to-date with industry regulations and compliance requirements.
  • Utilize various platforms to research, collate data, and create detailed case reports.
  • Prepare valuations and applications to financial institutions.
Requirements:
  • Qualifications in a relevant field.
  • Ability to work with various platforms, including IO, Dynamic Planner, FE Analytics, and Voyant Pension Switch.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

We offer a competitive salary and hybrid working arrangement. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.



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