Comprehensive Financial Services Coordinator
15 hours ago
As a senior member of the Kingfurness & Associates team, you will play a vital role in delivering top-notch financial planning services to our clients.
We're looking for an experienced Paraplanner with a strong background in financial services, capable of navigating complex technical information, communicating effectively with clients, and staying abreast of industry developments.
Your responsibilities will include:
- Collaborating with our Financial Planners to deliver tailored solutions to clients.
- Maintaining detailed records of client interactions, meeting milestones, and achieving project goals.
- Enhancing your expertise through continuous learning, workshops, and conferences.
- Utilising industry-leading software to streamline workflows, ensure accuracy, and boost productivity.
Our competitive package includes:
- A salary between £32,000 and £45,000 per annum, based on experience.
- A comprehensive benefits programme, featuring 25 days' annual leave, flexible working arrangements, and access to cutting-edge training resources.
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