Senior Financial Planning Coordinator
6 days ago
Company Overview
">Recruit Wealth Ltd is a leading provider of financial planning services, with a strong presence in the UK market. Our company is private equity backed and has a reputation for excellence in the industry.
">Salary
">The salary for this role is approximately £25,000 - £30,000 per annum, depending on experience.
">Job Description
">We are seeking a highly skilled Paraplanner to join our team in Grimsby. As a key member of our regional hub, you will be responsible for supporting our planners in delivering exceptional client service.
">Responsibilities include:
">- ">
- Writing comprehensive financial planning reports for client presentations;">
- Conducting research on products to identify suitable solutions for clients;">
- Assisting with reviews and customer requests, as well as acting as a point of contact for day-to-day queries;">
- Arranging for plans to be submitted to provider companies;">
- Maintaining accurate and compliant client records on our software;">
- Preparing client review packs and illustration requests;">
- Staying up-to-date with financial products and legislation;">
- Complying with all company and industry guidelines, rules, and regulations.">
- ">
Required Skills and Qualifications
">This role requires experience in a financial advice firm, with excellent paraplanning and report writing skills. A diploma qualification is desirable but not essential.
">Benefits
">In addition to a competitive salary, we offer a range of benefits, including professional development opportunities and a supportive team environment.
">Others
">We are an award-winning company recognized for our excellence in the financial services industry. If you are passionate about delivering exceptional client service, please apply for this exciting opportunity.
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