Paraplanner

Recruit UK | Certified B Corp™; Coventry; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading wealth management company is seeking a Paraplanner in Coventry. The role involves reviewing client files, preparing reports, and ensuring compliance. The position offers a competitive salary, hybrid working, and various benefits including a generous pension and personal development allowance.

Benefits

Attractive holiday scheme

Generous pension contribution

Private medical cover

Income protection

Gym discounts

Electric car scheme

Cycle-to-work scheme

Qualifications

• Experience writing suitability reports in wealth management.
• Previous experience in an IFA is ideal.

Responsibilities

• Review client files for compliance and documentation.
• Prepare cashflow models and investment reports.
• Liaise with legal and tax advisers as needed.

Skills

Financial Planning

Compliance

Research

Education

Level 4 Financial Planning Diploma

Tools

Intelligent office

FE Analytics

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from Recruit UK | Certified B Corp

Business Development Manager and Principal Consultant – Midlands and the North at Recruit UK - Financial Services Recruitment Specialists - |…

Job Title: Paraplanner

Location: Coventry

Salary: up to £45,000 (negotiable dependent on experience)

Job reference: 9661

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner near Coventry to join a well-established Independent Financial Advice practice.

My client are a leading wealth management company, with a strong presence and offices all over the UK. They are a prestigious company, that are now looking for an additional Paraplanner to join their office in Coventry, due to growth ad continuous success.

Key responsibilities will include but not be limited too:

· Review client files to ensure complete compliance and documentation

· Confirm client risk profiles and objectives with Advisers

· Conduct research to identify suitable financial solutions

· Prepare cashflow models and investment reports

· Draft suitability letters and assist with application forms

· Liaise with legal and tax advisers where needed

· Ensure all advice meets internal and regulatory standards

What’s in it for you?

· Salary is up to £45,000 (salary dependent on your skill set and experience)

· Attractive and above average holiday scheme, with the option to buy or sell additional leave

· Very generous pension contribution

· Hybrid home and office working

· Private medical cover

· Income protection, critical illness cover and DIS

· Personal development allowance annually

· Gym discounts, electric car scheme, cycle-to-work scheme, and more

Skills and experience required:

· Level 4 Financial Planning Diploma (required)

· Previous experience writing suitability reports, ideally in a wealth management company or an IFA

· Exposure to Intelligent office and FE Analytics is desirable

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based near Coventry on a Paraplanner role.

Our commitment to you

· Start every journey with a conversation to find out about you in depth.

· Provide honest feedback on where you fit in the jobs market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach - career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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