Holistic Financial Solutions Coordinator
2 days ago
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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