Holistic Financial Solutions Coordinator

2 days ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Full time

Job Description

The Holistic Financial Solutions Coordinator role at Premier Jobs UK involves supporting a team of Financial Advisors in delivering comprehensive financial planning solutions to clients. This includes preparation of pre-approval documents, provision of suitability reports, and utilization of technology to produce accurate financial solutions.

Requirements:

  • Experience in paraplanning or a related field
  • Excellent research and analytical skills
  • Strong written and verbal communication skills
  • Ability to work accurately and efficiently under pressure
  • Proficiency in using technology to produce accurate financial solutions

What We Offer: A competitive salary package, opportunities for growth and development, and a dynamic work environment.



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