Financial Services Specialist
3 weeks ago
Company Overview
Intellect UK Group Limited is a leading provider of financial services, seeking a highly skilled Paraplanning Support Professional to join our team. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.
Job Summary
We are looking for an exceptional candidate who can manage and update our Customer Relationship Management (CRM) system while providing administrative support to our IFAs and Senior Paraplanners. This position requires excellent organizational skills, attention to detail, and the ability to work effectively in a fast-paced environment.
Key Responsibilities
Our ideal candidate will be responsible for:
- Preparing suitability reports for clients, ensuring they meet the required standards and guidelines
- Managing and updating our CRM system to ensure accurate and up-to-date information
- Providing administrative support to our IFAs and Senior Paraplanners, including data entry and document preparation
- Ensuring compliance with regulatory requirements and industry standards
Benefits and Salary
This role offers a competitive salary of £30,000 (flexible), plus a range of benefits, including pension, 6 weeks' holiday plus bank holidays, and private medical insurance.
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