Financial Services Coordinator

1 week ago


Bromsgrove, Worcestershire, United Kingdom Recruit UK Full time

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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