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Financial Services Coordinator

2 months ago

Wakefield, Wakefield, United Kingdom Oval Recruit Full time
Assistant Paraplanner Opportunity

Oval Recruit is seeking a skilled Assistant Paraplanner to provide technical support to our team of Advisors. This role offers a chance to develop your skills in research, analysis, and reporting on tailored client solutions.

Key Responsibilities:
  • Assist with researching and analyzing client requirements to produce high-quality reports.
  • Learn and apply fund research skills to support client solutions.
  • Develop expertise in writing Financial Planning reports for Advisors to present to clients.
  • Review client arrangements, obtain information, and act as a point of contact for client inquiries.
  • Support the team with client administration, onboarding, and transactions as needed.
  • Follow up on new business applications and update clients accordingly.
  • Develop a comprehensive understanding of solutions across investments, pensions, IHT, estate, and tax planning.
  • Manage your workload effectively, meeting deadlines and delivering high-quality results.

This is an excellent opportunity to join a strong practice that will invest in your knowledge and provide a positive working environment. If you have previous financial services experience and a willingness to learn and develop your skills, we encourage you to apply.