Financial Services Coordinator

22 hours ago


Carlisle, Cumbria, United Kingdom CV-Library Full time
Job Title: Paraplanner/ Administrator

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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