Financial Services Coordinator
1 week ago
Job Title: Paraplanner
Industry: Financial Services
Location: Remote Opportunity
Salary: £30,000 - £40,000
Job Type: Full-time
About the Role:
We are seeking an experienced Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.
Key Responsibilities:
- Building financial models and reports
- Preparing recommendations and suitability reports
- Conducting research to identify suitable solutions for clients
- Preparing information and comparisons for analysis by financial advisors
- Establishing and building strong relationships with clients
What We Offer:
- Competitive salary up to £40,000
- Discretionary bonus scheme
- Pension matching up to 5%
- Generous sick pay
- Remote work opportunities
- Group death in service
- Group Income Protection
- Assistance with professional development
- 28 days annual leave (FTE)
- Online discounts portal
Requirements:
- Level 4 Diploma or equivalent
- Strong technical knowledge in financial services
- Experience with client cash-flow modelling software
- Excellent suitability report writing skills
About Recruit UK:
We are a specialist recruitment agency in the financial services sector. We pride ourselves on our unique expertise, insight, and connections. Our commitment to our clients and candidates is to provide a personalized and holistic approach to recruitment.
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