Financial Services Coordinator
23 hours ago
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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