Comprehensive Financial Services Coordinator

7 days ago


StokeonTrent, Stoke-on-Trent, United Kingdom Uniting People Full time

We are seeking a highly motivated Comprehensive Financial Services Coordinator to join our team at Uniting People. As a key member of our financial planning department, you will be responsible for dealing with a varied client portfolio, interpreting data, and producing detailed case reports.

Strong communication and numeric skills are required, as well as the ability to work well under pressure. Experience in financial planning software and platforms such as IO, Dynamic Planner, and FE Analytics is desirable.

Estimated Salary: £50,000 - £60,000 per annum, based on industry standards.

Requirements:

  • Qualifications in Financial Planning, such as CII Certificate or Diploma in Financial Planning.
  • Proven experience in paraplanning and excellent communication skills.
  • Strong numeric, analytical, and team player skills, with the ability to work well under pressure.


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