Financial Planning Coordinator

17 hours ago


Maldon, Essex, United Kingdom Antony George Recruitment Full time
About Us

We are Antony George Recruitment, a specialist recruitment agency that connects talented professionals with exciting career opportunities.

We have a fantastic opportunity for a Paraplanner to join our client's team, where you will be responsible for supporting Financial Planners and delivering exceptional client service.

  • The successful candidate will have a Diploma in Financial Planning (DipPFS) and excellent communication skills.
  • The role offers a competitive salary of £45,000 per annum, plus benefits such as 25 days annual leave, flexible working arrangements, and professional membership fees.

Skill Requirements:

To succeed in this role, you will need:

  • A strong understanding of financial planning concepts and regulations.
  • Excellent analytical and problem-solving skills.
  • Ability to work independently and as part of a team.

Benefits:

Our client offers a range of benefits, including:

  • 25 days annual leave.
  • Flexible working arrangements.
  • All exams and training paid for.
  • CII Membership.
  • NextGen Membership.
  • Car park season ticket.
  • 5% employer pension contribution.
  • Profit share.
  • 4x Death in Service.


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