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Financial Services Specialist

1 month ago

Leeds, United Kingdom Intellect UK Group Limited Full time
Role Overview
We are seeking a talented Paraplanning Support Professional to join our team at Intellect UK Group Limited in Leeds. This role is ideal for someone looking to grow their career in financial services, with opportunities for professional development and a supportive team environment.

In this position, you will support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. You will be responsible for managing and updating the CRM, as well as assisting in managing client inquiries. Additionally, you will participate actively in team meetings and training sessions to stay informed and updated on procedures, company products, and industry developments.

Key Responsibilities
  • Suitability Report Preparation
  • Compliance and Record Maintenance
  • Client Service and Support

This is an excellent opportunity for someone who is passionate about delivering exceptional customer service and has a strong desire to develop their skills in a dynamic and supportive environment. We offer a competitive salary of £30,000 (flexible) and a range of benefits, including pension, 6 weeks holiday plus bank holidays, and private medical insurance.

Required Skills and Qualifications
To be successful in this role, you will need to have prior experience in financial services, particularly with a focus on FCA compliance. You should also have strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with updating client files electronically. Analytical skills are essential, as you will need to assess information critically, draw comparisons, and identify essential details within complex reports. Additionally, you should be able to produce clear, structured, and comprehensive suitability reports. The ideal candidate will possess a client-centric approach, be a team player, and demonstrate integrity and commitment to the company's best interests.

Benefits
We offer a range of benefits to support your career development and overall well-being, including:
  • Pension
  • 6 weeks holiday plus bank holidays
  • Private medical insurance

This role offers a unique opportunity to work with a dynamic team, develop your skills, and contribute to the company's success.