Financial Services Coordinator

17 hours ago


Leicester, Leicester, United Kingdom Pertemps Leicester Full time

We are looking for a skilled Financial Services Coordinator to join our financial planning team at Pertemps Leicester. This role offers an excellent opportunity to start your career in financial planning and gain valuable experience and training.

Job Description:
  • Reporting and Analysis: Assist senior paraplanners and advisors with the preparation of client reports, ensuring accuracy and attention to detail.
  • Research and Recommendations: Conduct research on financial products, investments, and providers to inform report content and provide recommendations for clients.
  • Client Support: Assist with client meetings and follow-ups, providing excellent customer service and supporting senior team members.

A salary of £27,000 (reviewed annually) is available for this role, which is based in Leicester. The successful candidate will have strong analytical skills, a keen eye for detail, and excellent communication skills.

This position offers the chance to work in a dynamic and growing team, supporting senior team members and contributing to the success of Pertemps Leicester.



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