Paraplanning Operations Coordinator

2 weeks ago


Hailsham, East Sussex, United Kingdom CV Library Full time
Support Coordinator

As a Support Coordinator, you will play a vital role in our Financial Planning business, working closely with our Paraplanners and Financial Planners.

This position offers a chance to develop your skills and knowledge within the industry, with opportunities for growth and progression.

Your key responsibilities will be:

  • Managing client records and plan data
  • Analyzing portfolio performance
  • Ensuring accurate financial transactions

The estimated salary for this role is £29,000 - £39,000 per annum, dependent on experience. Our business offers a dynamic work environment with ongoing support and training.



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