Financial Services Coordinator

24 hours ago


St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

We are seeking a skilled Financial Paraplanner to join our dynamic IFA business.

About the Role:

  • Collaborate closely with our Financial Adviser and Administration team to deliver exceptional client experiences.
  • Analyze clients' financial circumstances and prepare detailed financial statements, providing valuable insights to inform their strategies.
  • Conduct thorough research on various products to identify suitable solutions for clients, meeting their unique goals and objectives.
  • Develop and implement effective financial plans, working in partnership with our Financial Adviser.
  • Maintain accurate records of client files, tracking holdings and priorities to ensure seamless service delivery.

Requirements:

  • A minimum of 2 years of experience in Paraplanning is essential.
  • Demonstrable knowledge of pensions, investments, and protection products is necessary.
  • Excellent report writing skills are required to effectively communicate with clients and stakeholders.
  • Possessing strong work ethic and attention to detail is vital in this role.

Desired Skills & Experience:

  • Proficiency in using Financial Planning software tools would be advantageous.

About Our Offer:

We offer a competitive salary range of £35,000 - £45,000 per annum, reflecting the importance of this role within our organization. This figure is based on industry standards and reflects the level of expertise and qualifications required.

Your Next Step:

As a highly respected Financial Paraplanner, you will have the opportunity to work with our experienced Financial Adviser and contribute to the success of our dynamic IFA business. If you possess the skills, passion, and dedication required for this challenging yet rewarding role, we look forward to reviewing your application.



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