Paraplanner

Reed

Posted 18 hours ago, valid for a month

Coventry, West Midlands CV6 3BF, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

This Paraplanner hybrid opportunity offers a salary of up to £35k.
The ideal candidate should be Level 4 Diploma qualified or close to achieving it.
The role involves providing comprehensive support to financial advisers and preparing detailed client suitability reports.
Candidates will conduct research on financial products and perform tax calculations to ensure compliance with regulations.
Benefits include study support, 24 days of holiday plus bank holidays, and opportunities for progression within the firm.

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.

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