Financial Services Coordinator

2 weeks ago


Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full time

Role Overview

We are seeking a skilled Paraplanner to support our Financial Adviser in providing comprehensive financial planning services to a wide client portfolio. As a Paraplanner, you will play a vital role in supporting our Financial Adviser in delivering high-quality financial solutions to our clients.

Key Responsibilities

  • Interpreting data, obtaining information, quotes, and analysing products to manage all documents required for various industry regulations.
  • Utilising various platforms to research, collate data, scenario planning, and producing detailed case reports, research, creating illustrations, and preparing valuations ready for client meetings.
  • Applications to Financial Institutions and staying up to date with industry regulations and compliance requirements.

Requirements

  • Qualifications in relevant fields and experience in financial services.
  • Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, and Voyant Pension Switch.

About Uniting People

Uniting People is a growing firm with strong growth plans. We offer a challenging and busy role with scope to develop and contribute to our team's success.



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