Financial Services Coordinator
3 days ago
We are looking for an experienced Paraplanner to join our team in the Midlands. As a key member of our back office team, you will play a vital role in supporting our Financial Advisors and delivering exceptional client service.
Your primary responsibility will be to provide a full paraplanning function, which includes preparing and presenting detailed reports and recommendations to clients. You will work closely with the Senior Financial Advisor to ensure that all client needs are met and that compliance is maintained at the highest level.
In this role, you will have the opportunity to develop your skills and expertise in a dynamic and supportive environment.
Job Requirements:
- Relevant qualifications and experience as a Paraplanner
- Excellent communication and interpersonal skills
- Able to work accurately and efficiently under pressure
- Ability to maintain confidentiality and handle sensitive information
Salary:£50,000 - £70,000 per annum (dependent on experience)
Location:Midlands
Company:Premier Jobs UK Limited
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