Financial Planning Coordinator

2 days ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

Premier Jobs UK Limited seeks an experienced Financial Planning Coordinator to join their team in the Midlands.

In this role, you will provide administrative support to Senior Financial Advisors, ensuring smooth delivery of client services and adherence to regulatory requirements.

Main Duties:
  1. Undertake thorough research and analysis for financial planning projects, ensuring accuracy and attention to detail.
  2. Develop and maintain high-quality financial documents, meeting industry standards.
  3. Collaborate with clients and colleagues to deliver exceptional customer experiences.
Essential Qualifications:
  1. Hold relevant certifications or diplomas in financial planning.
  2. Demonstrate a strong background in paraplanning, showcasing expertise in delivering client-focused services.
  3. Exhibit excellent analytical and communication skills, facilitating effective information exchange with clients.
Salary Range:

£45,000 - £55,000 per annum, reflecting your level of experience and qualifications.



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