Financial Advice Coordinator

3 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom facilit8 Business Support Full time

Company Overview

facilit8 Business Support is dedicated to providing exceptional, tailored business assistance to driven financial advisers, planners, and mortgage professionals. Our offerings are crafted to enable our clients to optimize their time, concentrate on their primary operations, expand their businesses without the necessity for extra personnel, and attain a more favorable work-life equilibrium.

Position Overview

This is a full-time remote opportunity for a Paraplanner at facilit8 Business Support. The Paraplanner will play a crucial role in aiding our financial adviser clients to document compliant financial recommendations and ensure high-quality submissions to regulatory bodies.

Required Qualifications

  • Expertise in Financial Planning and Investments
  • Strong Analytical Skills and Financial Acumen
  • Proficiency in Report Writing
  • Meticulous attention to detail and precision
  • Outstanding communication and interpersonal skills
  • Capability to work autonomously and collaboratively within a remote team
  • Relevant Qualifications such as a Level 4 diploma are essential

Compensation and Benefits

  • Salary: £25,500 - £38,000 per annum (based on experience)
  • Remote Work Opportunities
  • Flexible Working Hours - between 7am and 7pm, Monday to Friday


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Kingston Full time

    Job DescriptionJob Summary:We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Kingston. As a key member of our finance department, you will be responsible for providing administrative support to our accounting team.Key Responsibilities:Assist with financial data entry and record-keepingProvide...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Kingston Full time

    Job DescriptionJob Summary:We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Kingston. As a key member of our finance department, you will be responsible for providing administrative support to our accounting team.Key Responsibilities:Assist with financial data entry and record-keepingProvide...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Kingston Full time

    Job DescriptionJob Summary:We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Kingston. As a key member of our finance department, you will be responsible for providing administrative support to our accounting team.Key Responsibilities:Assist with financial data entry and record-keepingProvide...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Office Angels Full time £24,000

    Financial Operations CoordinatorAre you a motivated professional in the Accounting and Finance sector looking for a stable, long-term role within a company that values your growth and supports your professional qualifications? If you thrive in a collaborative office environment and are eager to contribute to a reputable organization, we have an opportunity...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full time

    We are proud to be a leading financial services firm, renowned for our client-centric approach and commitment to excellence.The qualities we look for in individuals who wish to join our team include a passion for delivering exceptional results, a focus on continuous learning and development, and a strong desire to make a meaningful contribution to our...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Marlowe Fire and Security Full time

    Exciting Opportunity for Financial Operations CoordinatorMarlowe Fire & Security is a prominent provider in the fire and security sector across the UK, specializing in the design, supply, installation, maintenance, and monitoring of safety systems. We are looking for a Financial Operations Coordinator to become a vital part of our team.Salary: up to £25,000...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Seven Bridges IM Ltd Full time

    We are seeking a highly skilled Administrative Professional to join our growing team at Seven Bridges IM Ltd. As an Administrative Professional, you will play a vital role in supporting our business operations and ensuring the smooth day-to-day functioning of our organization.Key Responsibilities:Provide administrative support to our team members, including...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX CONSULTING LTD Full time

    Job Opportunity at IDEX Consulting LTDAbout the Role:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at IDEX Consulting LTD. As a key member of our team, you will provide exceptional support to our Financial Advisors, ensuring seamless client experiences.Key Responsibilities:Proactive Support:...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX CONSULTING LTD Full time

    Job Opportunity at IDEX Consulting LTDAbout the Role:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at IDEX Consulting LTD. As a key member of our team, you will provide exceptional support to our Financial Advisors, ensuring seamless client experiences.Key Responsibilities:Proactive Support:...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Marlowe Fire and Security Full time

    Financial Operations CoordinatorMarlowe Fire & Security stands as a leader in the fire and security sector across the UK. Our comprehensive services encompass everything from initial design and installation to ongoing maintenance and monitoring, ensuring we effectively mitigate Fire and Security risks for our clientele nationwide. We are currently seeking to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Northumbria University Full time

    You will take an active approach to the portfolio of potential grant applications you are responsible for, developing good working relationships with research staff, and will act as a source of expertise and advice on externally funded research grants. Reporting to the Research Development Manager (Pre Award), the Research Development Coordinator will...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our clients and our employees. We strive to cultivate talent and provide a fulfilling career path with opportunities for advancement and shared success.Position Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole Summary:As a Paraplanner, you...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our employees. We provide a supportive environment that fosters career development and offers clear pathways for progression, allowing you to share in our collective success.Position Summary:Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Pardoe Wray Full time £25,000

    Position Overview:The Assistant Project Coordinator will support the planning, execution, and completion of projects while adhering to established timelines and budget constraints.Key Responsibilities:This role will operate under the supervision of the Head of Technical Operations and will liaise with external contractors or consultants to ensure project...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our employees. We foster an environment that encourages growth and offers clear pathways for career advancement, ensuring that everyone can share in the success of our organization.Position Title: ParaplannerDepartment: Financial PlanningWork Arrangement: Hybrid model...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Company Overview:At Rathbones, we are dedicated to fostering a supportive environment that invests in the future of our employees. We are committed to nurturing talent and providing opportunities for career advancement, ensuring that our team members can thrive alongside the success of our organization.Position Overview:Title: ParaplannerDepartment:...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Company Overview:At Rathbones, we are dedicated to investing in the future of our employees. We provide a fulfilling work environment and are committed to nurturing talent, offering clear pathways for career advancement and opportunities to share in our success.Position Overview:Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Premier Jobs UK Limited Full time

    Job SummaryThis exciting opportunity has arisen for a skilled Financial Services Administrator to join our team at Premier Jobs UK Limited. As a key member of our administration team, you will provide high-quality support to our Financial Advisors, helping them to deliver exceptional service to our clients.Key ResponsibilitiesProcess and chase new business...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Premier Jobs UK Limited Full time

    Job SummaryThis exciting opportunity has arisen for a skilled Financial Services Administrator to join our team at Premier Jobs UK Limited. As a key member of our administration team, you will provide high-quality support to our Financial Advisors, helping them to deliver exceptional service to our clients.Key ResponsibilitiesProcess and chase new business...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Old Mutual Limited Full time

    Aspiring Financial Advisor RoleUnlocking Africa's Financial PotentialOld Mutual Limited is a leading insurance company that believes in the African opportunity and values diversity in its talent pool.Aspire to be a Financial Services SpecialistWe are seeking self-motivated and dynamic individuals with a passion for entrepreneurship to join our team. The role...