Client Service Coordinator
4 days ago
Premier Jobs UK Limited is a leading provider of financial planning services, and we are currently seeking a skilled Client Service Coordinator to join our team.
In this role, you will work closely with our Senior Financial Advisors to provide a full paraplanning function, ensuring client service and compliance are always delivered. This includes preparing and maintaining client files and reviews, building cash flow models, undertaking research to identify appropriate financial planning solutions, and more.
The ideal candidate will have experience as a Paraplanner, excellent suitability report writing skills, and experience of using cash flow modelling would be preferable. Individuals holding full Diploma or close to achieving this would be preferable.
We offer a competitive salary of up to £42,000 per year, plus company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges. You will also have the opportunity to work in a dynamic and inclusive environment, with a focus on promoting wellbeing and rewarding generosity.
- This is a hybrid working role, allowing you to balance home and office work in Bromsgrove or Market Harborough, with some client meetings required.
- Our business is committed to building a great place to work, with a friendly team that is passionate about treating everyone fairly.
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Financial Services Coordinator
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