Financial Planning and Research Coordinator
4 days ago
We are looking for a highly skilled Financial Planning and Research Coordinator to join our team in London.
Your key responsibilities will include:
- Coordinating the provision of technical support to our team of wealth advisers.
- Researching and recommending suitable financial products and services.
- Preparing reports and presentations for client meetings.
To be successful in this role, you will need:
- Prior experience in a related field, such as paraplanning or financial administration.
- CII exam results or a recognized qualification in Financial Planning.
- Strong IT skills, particularly in Microsoft Office.
The salary for this position is estimated at £35,000 - £45,000 per annum, depending on experience.
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