img
Permanent

Paraplanner

Coventry
money-bag 40000.00-40000.00 Annual
3085445017
Posted Today

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 .....

Other jobs of interest...

Capio Recruitment Financial Planning
BirminghamToday
money-bag35000.00-35000.00 Annual
WEALTHLINK RECRUITMENT LTD
Sutton ColdfieldToday
money-bag40000.00-40000.00 Annual
North Oak Recruitment
LeicesterToday
money-bag35000.00-35000.00 Annual
Burgh Recruitment Ltd
SolihullToday
money-bag40000.00-40000.00 Annual
Ortus PSR
LeicesterToday
money-bag35000.00-35000.00 Annual
mbf.
BirminghamToday
money-bag50000.00-50000.00 Annual
mbf.
LeicesterToday
money-bag30000.00-30000.00 Annual
Eden Rose
BirminghamToday
money-bag38000.00-38000.00 Annual
WEALTHLINK RECRUITMENT LTD
BirminghamToday
money-bag45000.00-45000.00 Annual
North Oak Recruitment Ltd
LeicesterToday
money-bag35000.00-35000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!