Financial Services Coordinator

6 days ago


Worthing, West Sussex, United Kingdom Recruit UK Full time

Job Title: Paraplanner

Location: Remote

Salary: £40,000 - £55,000 (dependent on experience)

Employment Type: Full-time

Job Type: Permanent

We are seeking a highly skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial advisers and back office team in delivering high-quality technical support and well-researched solutions to our clients.

Key Responsibilities:

  • Conduct in-depth research and analysis on financial products and strategies to provide expert advice to clients.
  • Prepare detailed reports, including cash flow forecasts and recommendations, to help clients achieve their financial goals.
  • Assist in the development of financial plans tailored to individual client needs, working closely with financial advisers and other stakeholders.
  • Ensure all client documentation is accurate and compliant with regulatory requirements.
  • Support advisers in client meetings (if required) and manage follow-up actions to ensure seamless client service.

Key Requirements:

  • Previous experience as a Paraplanner or in a related financial services role.
  • Strong knowledge of investment, pension, and protection products, including regulatory requirements and industry trends.
  • Ability to interpret financial information and present it clearly to clients and stakeholders.
  • Proficiency in financial planning software, such as Voyant, XPlan, or similar.
  • Relevant qualifications, such as the CII Diploma in Regulated Financial Planning, are desirable but not essential.

What We Offer:

  • A competitive salary up to £55,000, dependent on experience and qualifications.
  • Opportunities for continuous professional development and training to enhance your skills and knowledge.
  • A supportive and collaborative working environment, with a focus on teamwork and client satisfaction.
  • Flexible working options, including hybrid working, to balance work and personal life.

If you are a motivated and detail-oriented professional with a passion for financial planning, we would love to hear from you



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