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Financial Services Coordinator

2 months ago

Doncaster, Doncaster, United Kingdom Recruit UK Full time
About the Role

We are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service and ensuring compliance with industry regulations.

Key Responsibilities
  • Build and maintain accurate cash flow models to inform client recommendations.
  • Prepare comprehensive suitability reports and recommendations for clients.
  • Identify areas for planning and develop strategies to meet client needs.
  • Conduct research to identify suitable solutions for clients, both independently and in collaboration with Financial Planners.
  • Prepare information and comparisons for analysis by Financial Planners.
  • Oversee the implementation of recommendations, ensuring all compliance requirements are met.
  • Establish and maintain strong relationships with clients.
What We Offer
  • A competitive salary up to £40,000.
  • 28 days holiday, plus bank holidays.
  • Flexible hybrid working arrangements.
  • Birthday day off.
  • Income protection for up to 5 years.
  • Online discounts and cashback, plus 24-hour access to a GP.
  • 4x salary death in service.
  • 5% matched pension contributions.
  • Career professional development opportunities.
  • A competitive bonus scheme.
Requirements
  • Good technical knowledge in a wide range of product areas, including pensions, investments, IHT planning, tax planning, and protection.
  • Excellent suitability report writing skills.
  • At least 3 years of experience in a Paraplanning role.
  • Hold a Level 4 Diploma in Financial Planning or equivalent.