Paraplanner
Paraplanner Salary: Up to £47,000 (potentially up to £50,000 for Chartered / highly experienced candidates)Location: Meriden, near CoventryWorking pattern: Primarily office based with flexibility to work from home 1 day per weekAn established and highly regarded firm of Independent Financial Advisers, based near Coventry, is seeking a talented and experienced Paraplanner to join their small, close-knit team. This is an excellent opportunity for a technically minded career Paraplanner who takes pride in producing high-quality, detailed work and enjoys being part of a collaborative environment where their contribution is genuinely valued.The RoleWorking closely with the Advisers, you''ll be responsible for delivering robust technical and administrative support, ensuring clients receive a thorough and compliant financial planning service. Your role will include:Researching and analysing financial products and investment strategiesPreparing suitability reports and technical documentationUndertaking cashflow modelling and scenario analysisMaintaining client records and ensuring compliance standards are metSupporting colleagues with technical queries and contributing to process improvementsAbout YouYou will have proven experience in a Paraplanning role within a financial planning or wealth management firm, with a strong understanding of pensions, investments, and tax planning. Ideally, you''ll hold or be working towards the Level 4 Diploma, and Chartered status would be highly ..... full job details .....
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