Financial Services Coordinator
22 hours ago
We are partnering with a local, Chartered Financial Planning firm based in the region. They offer excellent benefits and pride themselves on caring for their employees and candidates alike, providing a high level of quality and expertise.
Main Responsibilities:
- Support Financial Planners in arranging and preparing for client meetings.
- Ensure accuracy of client records, data entry, and calculations.
You'll Need:
Previous experience as a Paraplanner or Administrator within a Financial Advisory organisation is essential for this role. Familiarity with systems such as Intelligent Office is advantageous.
What We Offer:
- 28 days of annual leave (increasing with service).
- Access to the pension scheme with free financial advice.
- Company sick pay.
- Maternity, Paternity, and Adoption pay.
- Flexibility to suit work/life balance.
- Company events.
- Parking offered.
Estimated Salary: £27,000 - £37,000 per annum
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