Senior Financial Planning Coordinator
3 weeks ago
Bond Rec is seeking a highly skilled and experienced Paraplanner to join our team. As an Experienced Paraplanning Professional, you will play a vital role in supporting Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.
The ideal candidate will have a broad knowledge and enthusiasm for the financial services world, as well as a high level of technical knowledge about financial products and services.
This office-based role requires some local travelling for training courses and presentations. The estimated salary for this position is £50,000 per annum.
Key Responsibilities- Collate information to support recommendations for clients.
- Prepare suitability reports to ensure client files are compliant.
- Undertake research to identify suitable solutions for clients.
- An appreciation and understanding of the Financial Planning process.
- A high level of technical knowledge about financial products and services.
- Excellent inter-personal skills, both written and verbal.
- Ability to work independently and in a team.
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Financial Planning Manager
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Financial Planning Specialist
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Corporate Financial Director
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Senior Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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