Senior Financial Planning Coordinator

3 weeks ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description:
Recruit UK | Certified B Corp™ is seeking a Technical Planning Support Team Lead to join their team in the financial services sector. The successful candidate will have CF30 qualified or willing to become CF30 qualified, and previous experience as a Paraplanner, ideally for 5+ years'.

About the Job:
The job involves providing technical paraplanning support to senior advisers and the financial planning support team, managing clients of all variety within wealth planning, coaching and motivating a team, and streamlining and implementing new processes to enhance efficiency and productivity.

Benefits:
The successful candidate will receive salary up to £65,000 (negotiable dependent on skill-set and qualifications), pension scheme, flexible working (if required), 25 days holiday plus bank holidays, fantastic work culture, DIS, ongoing career professional development, unique and varied opportunity.

Requirements:
CF30 qualified or willing to become CF30 qualified, previous experience as a Paraplanner, ideally for 5+ years', exposure to managing clients of all variety within wealth planning, ability to coach and motivate a team.
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