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
We found some similar jobs based on your search
-
75 Days Old
Paraplanner
-
Coventry
-
£30,000 - £35,000 per annum, Inc benefits
- Accounting & Finance
Paraplanner role is best suited to a Level 4 Diploma qualified paraplanner or someone close to achieving it. The role is 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.
More Details -
-
75 Days Old
Shadow Financial Advisor/Paraplanner
-
Coventry
-
£30,000 - £35,000 per annum, Inc benefits
- Accounting & Finance
Shadow Advisor/Paraplanner role is best suited to a Level 4 Diploma qualified Paraplanner or someone close to achieving it. There is the opportunity to progress into a Financial Advisor. Salary is up to £35k.
More Details -