Financial Services Coordinator
6 days ago
About the Role:
We are seeking a highly skilled and experienced Paraplanner to join our team at enable recruitment | B Corp™. As a Paraplanner, you will play a crucial role in supporting our Advisers in researching, analysing, and preparing financial plans and reports for clients.
Key Responsibilities:
- Support Advisers in researching, analysing, and preparing financial plans and reports for clients.
- Liaise with product providers, clients, and other professionals to ensure a smooth and efficient service.
- Work within a close-knit team of Paraplanners and Administrators who are encouraged to challenge themselves in their development and support one another at all times.
- Develop skills and knowledge through ongoing training and development.
- Work in a permanent, full-time capacity in a dynamic and culture-focused firm.
Requirements:
- Hold at least a Level 4 Diploma in Financial Planning or equivalent.
- Have at least two years of experience as a Paraplanner or a similar role in the financial services industry.
- possess excellent communication and interpersonal skills, both written and verbal.
- Have strong analytical and problem-solving skills, and be able to work with complex and technical information.
- Have a high level of attention to detail and accuracy, and be able to work under pressure and meet deadlines.
What We Offer:
- A competitive bonus scheme.
- A modern and attractive office environment.
- Pension.
- Life insurance.
- Income protection.
- Private Medical Insurance.
- Ongoing professional training and development.
- Exam support and paid study leave.
- Part of an Employee Ownership Trust (EOT) – always acting in the interest of their employees.
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