Paraplanner

75 Days Old

Paraplanner Hybrid opportunity Up to £35k This Paraplanner role is best suited to a Level 4 Diploma qualified paraplanner or someone close to achieving it, who wants to be part of a close-knit team where both professional and personal growth is strongly supported. As the business grows, opportunities to progress will present themselves. Day-to-day of the role: Provide comprehensive paraplanning support to financial advisers within the firm. Prepare detailed client suitability reports and annual review documents, ensuring compliance with both FCA regulations and firm-specific guidelines. Conduct thorough research on products, funds, and investments to support informed financial advice. Perform tax calculations and stay abreast of changes in tax legislation to ensure accurate financial planning. Benefits: Salary - Up to £35k Study support Progression is strongly supported Holiday - 24 days + bank holidays. Closed over Christmas. Quarterly discretionary bonus To apply for this Paraplanner role, please submit your CV below. ...
Location:
Coventry
Salary:
£30,000 - £35,000 per annum, Inc benefits
Category:
Accounting & Finance

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