Wealth Management Coordinator

6 days ago


Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000
Job Opportunity at Broadoak Financial Planning Ltd

About Us

Broadoak Financial Planning Ltd is a leading provider of financial advice and wealth management services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.

Job Summary

We are seeking a highly skilled and organized Paraplanner to join our Wealth Management team. The successful candidate will provide comprehensive support to our Financial Advisors, ensuring the smooth delivery of financial planning services to our clients.

Key Responsibilities:

  • Client Documentation Management: Manage client documentation, ensuring accuracy and compliance with regulatory requirements.
  • Report Writing and Research: Assist in the preparation of reports and financial statements, and conduct research to support the development of financial plans.
  • Client Communication: Liaise with clients and providers to facilitate smooth communication and service delivery.
  • Team Support: Provide administrative support to the Wealth Management team, including maintaining and updating client records and databases.

Requirements:

  • Experience: Previous experience as a Paraplanner or in a related role is essential.
  • Skills: Strong organizational skills, attention to detail, excellent communication and interpersonal abilities, and proficiency in Microsoft Office Suite.
  • Qualifications: Knowledge of financial products and services is important.

What We Offer

We offer a competitive salary of £35,000.00-£40,000.00 per year, and a hybrid remote work arrangement in Sale, M33 3HP. If you are a dedicated professional looking to further your career in wealth management, we would love to hear from you.



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