Paraplanner - Recruit UK : Job Details

Job Title: ParaplannerIndustry: Financial PlanningLocation: Coventry, UKSalary: £40,000 (DOE)Reference Number: 9674

Ready to take the next step in your Paraplanning career with a firm that truly invests in your development?

RecruitUK are working with a well established and respected wealth management firm in Coventry, who are looking for a Paraplanner to join their growing team. This is an exciting opportunity to join a team in Coventry, at the heart of their operation. They value professional development, delivering a high-quality service to clients, and fostering a collaborative culture.

You’ll work closely with the advisory team to ensure clients receive the best possible support and advice. This includes:

• Reviewing client files to ensure compliance and accurate documentation
• Conducting thorough research to identify suitable financial planning solutions
• Preparing detailed cashflow models
• Drafting suitability letters and assisting with application forms
• Providing general client support and managing administrative processes

Benefits:

• Salary up to £40,000 (negotiable for the right candidate)
• Excellent company pension scheme
• 25 days holiday plus bank holidays
• Study support and funding for exams
• Ongoing career development within a professional, down-to-earth team
• A genuinely positive working environment where people are valued

Skills and experience required:

• Level 4 Diploma (CII or LIBF) and working towards Level 6
• Solid technical knowledge
• Attention to detail
• Skilled multi-tasker who can prioritise and plan their own workload

If you’re looking to grow your career in a supportive environment that allows you to shine, this opportunity may be the one for you!

Reach out to find out more!