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Financial Services Coordinator
2 months ago
Junior Paraplanner Role
Location: Flexible
Hours: Full-time
Salary: £28,000 - £32,000 + bonus and benefits
A prestigious and highly successful financial services company is seeking a motivated and ambitious individual to join their team as a Junior Paraplanner. The successful candidate will have the opportunity to develop a long-term career in wealth management and financial services.
The Role:
- Collate client information, conduct product research, and prepare suitability letters, illustrations, and reports for client meetings.
- Manage cases to completion and work with internal processing systems, with full training provided on relevant IT systems.
- Provide high-level technical and administrative support while maintaining excellent customer service to clients.
- Liaise with colleagues and third parties to achieve deadlines and progress client requests within specific timescales.
- Produce well-thought-out and meaningful documentation that demonstrates attention to detail and understanding of client needs.
- Ensure business is processed compliantly at all times.
The Ideal Candidate:
- A confident, numerate, IT-proficient, and professional individual who enjoys using their initiative and has a can-do working style.
- Experience in financial services, ideally within a St. James's Place Partner Practice, or significant industry experience with a desire to develop further.
- Working towards or holding the Level 4 DipPFS qualification or equivalent, with study and exam support available if needed.
- Experience in the administration of Inheritance Tax, Pension, Protection, and Investment products.
- Highly organized, able to prioritize workload, and possess excellent communication skills.
- Confident in dealing with third parties and able to work with total discretion.
About the Company:
Burgh Recruitment Limited is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and supporting our clients in finding the best talent for their businesses.
