Paraplanner

Reed

Posted a day 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 £35,000.
Candidates should ideally be Level 4 Diploma qualified or close to achieving it, with relevant experience in paraplanning.
The role involves providing comprehensive support to financial advisers, preparing client suitability reports, and conducting product research.
Additional responsibilities include performing tax calculations and ensuring compliance with FCA regulations.
The position also offers benefits such as study support, 24 days of holiday plus bank holidays, and opportunities for professional growth.

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

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