Financial Services Coordinator

7 days ago


Inverness, Highland, United Kingdom The Recruitment Council Full time
Job Description:

An exciting opportunity has arisen for a skilled Financial Paraplanner to join our team at The Recruitment Council. As a key member of our financial services team, you will play a crucial role in supporting clients and business partners.


Key Responsibilities:
  • Partner with the CEO/Lead Adviser to support client management and ensure seamless delivery of financial plans.
  • Prepare comprehensive financial plans and reviews, including risk assessment reports and recommendations.
  • Capture client contact information in our CRM system and maintain up-to-date records.

Primary Duties:
  • Support business in meeting client financial needs and questions, providing expert advice on investments, estate planning, and budgeting.
  • Develop and deliver quarterly and annual reviews, including financial planning reports, risk assessment reports, and retirement planning reports.

Requirements:
  • 3-5 years' experience in financial planning with a strong understanding of life, investments, estate planning, and budgeting.
  • Possess excellent communication and organizational skills, with the ability to work effectively in a team environment.

The successful candidate will have a Postgraduate Diploma or B.Com Honours in Financial Planning, with a strong passion for delivering exceptional results in a fast-paced environment. With a competitive salary range of $80,000 - $100,000 per annum, this is an excellent opportunity to advance your career in financial services.



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