Senior Paraplanner

11 Days Old

Job Title: Senior Paraplanner 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 About the Role: 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 About You:
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 What’s on Offer:
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
Location:
North West
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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