Financial Services Coordinator

23 hours ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

About the Role

We are seeking a highly skilled and experienced Paraplanner to join our team in one of our UK hubs. As a Paraplanning Specialist, you will play a crucial role in supporting the Financial Advisers in delivering high-quality client service.

Key Responsibilities

  • Review and analyse client data to provide recommendations and compile suitability reports.
  • Communicate with Financial Advisers to discuss reports and ensure amendments are made as necessary.
  • Manage and maintain accurate records of client information and progress.
  • Collaborate with the Senior Paraplanner to identify areas for improvement and implement changes to ensure excellent service delivery.
  • Contribute to the success of the TCF initiative by adhering to strict standards and procedures.

Requirements

  • Diploma in Financial Planning (or equivalent)
  • Minimum 2 years of experience in paraplanning
  • Familiarity with centralised investment propositions
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to work effectively in a team environment
  • Adherence to client confidentiality
  • Proficiency in Microsoft Office software

What We Offer

  • A competitive salary up to £38k
  • Flexible working arrangement with 2 days home and 3 days in the office
  • Ongoing training and development opportunities
  • Access to study groups and resources
  • Pension scheme with employer contribution
  • Annual leave allowance
  • PMI
  • Critical illness cover
  • Group protection


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