Senior Financial Planning Coordinator
14 hours ago
We're delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team.
This highly regarded company has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.
Job SummaryWe are seeking a detailed-orientated professional with a passion for financial planning and client service to provide support to our financial advisers with advice formulation, producing suitability reports and carrying out technical research of funds and products.
Key Responsibilities:- Providing support to financial advisers with advice formulation
- Producing suitability reports, illustrations, and cashflow modelling reports
- Carrying out technical research of funds and products for the adviser
- Updating and managing the back office system (X-Plan)
To be successful in this role, you will need:
- 2+ Years Paraplanning experience
- Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
- Effective communication skills and capable of working in a busy environment
- Experience in speaking with clients and providers on the adviser's behalf
A basic salary of up to £44,000 dependent on experience and qualifications, flexible working structure with working from home and flexitime offered, social opportunities throughout the year, exam funding and support, progression opportunities into different areas of the business, enhanced Maternity & Paternity Pay, generous annual leave allowance.
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