Senior Paraplanner
Senior Paraplanner
- 1 Vacancy
- 10 Views
Offer Salary
Sign in to view salary
For Freelance
No
Job Description
Job Title: Senior ParaplannerLocation: Coventry (Hybrid Working)Salary: £45,000 (depending on experience) Benefits: 28 days holiday (increasing to 29 after 3 years and 30 after 5 years) Study support...
Job Title: Senior Paraplanner
Location: Coventry (Hybrid Working)
Salary: £45,000 (depending on experience)
Benefits:
Our client, a well-established and growing financial planning firm in Coventry, is seeking a skilled Senior Paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner who is passionate about delivering high-quality support and technical expertise to advisors and clients.
Key Responsibilities:
Location: Coventry (Hybrid Working)
Salary: £45,000 (depending on experience)
Benefits:
- 28 days holiday (increasing to 29 after 3 years and 30 after 5 years)
- Study support
- Flexible hybrid working
Our client, a well-established and growing financial planning firm in Coventry, is seeking a skilled Senior Paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner who is passionate about delivering high-quality support and technical expertise to advisors and clients.
Key Responsibilities:
- Preparing detailed suitability reports and recommendations
- Conducting technical research and analysis across pensions, investments, protection and tax planning
- Supporting advisors in client meetings with technical queries and planning
- Maintaining accurate records in line with compliance requirements
- Assisting in the development of internal processes and best practices
- Minimum of 3 years' experience in a paraplanning role
- Level 4 Diploma qualified (or working towards Chartered status)
- Strong technical knowledge of pensions, investments, and financial planning
- Excellent report writing and communication skills
- Organised, proactive, and committed to ongoing professional development
- A supportive and collaborative team environment
- Genuine career progression opportunities
- Hybrid working for better work-life balance
- Generous holiday package with increasing entitlement
- Full study support towards further qualifications
- Share this job:
Related Jobs
Published:
1 week ago
Published:
1 week ago
Published:
1 week ago
Published:
1 week ago
Published:
1 week ago
Job Overview
-
Location
United Kingdom
-
Offered Salary
Sign in to view salary
-
Industry
Accounting -
Date Posted
1 week ago
