Financial Services Coordinator

6 days ago


Nottingham, Nottingham, United Kingdom mbf Full time
Job Overview

We are recruiting for a Financial Services Coordinator to support our Financial Planning Division in Nottingham.

The ideal candidate will be highly organised and possess excellent communication skills.

Key Responsibilities:

  • Co-ordinate the preparation and production of financial planning reports for clients.
  • Assist Financial Planners with research, analysis, and recommendations.
  • Manage client documentation and records to ensure compliance with industry regulations.
  • Provide technical support to the wider team and assist with client queries.
  • Liaise with providers and third parties to gather information and obtain quotes.
  • Contribute to the development of financial plans and investment strategies.

Key Requirements:

  • Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered).
  • Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
  • Strong technical knowledge of financial products and planning concepts.
  • Excellent communication and organisational skills.
  • Ability to work well under pressure and meet deadlines.

Benefits Include:

  • Salary: £35,000 to £40,000 per annum (dependent on experience and qualifications).
  • Bonus and performance-related incentives.
  • Pension Scheme: Up to 10% employer contribution.
  • Private Medical Insurance (PMI).
  • Death in Service (DIS).
  • Share Options.
  • Flexible Working: Opportunity to work from home and in the office.
  • Generous holiday entitlement, plus other benefits.

This is an exciting opportunity for those looking to start their career as a Financial Services Coordinator.



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