Paraplanner

Capio Recruitment Financial Planning

Posted a day ago, valid for 25 days

Coventry, West Midlands CV6 3BF, England

Full Time

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Sonic Summary

The position of Paraplanner is available in Coventry with a salary range of £32,000 to £40,000, depending on experience.
This full-time, office-based role involves supporting financial advisers by preparing research, suitability reports, and technical analysis for high-net-worth clients.
Candidates should have a minimum of 1 year of experience in a paraplanning role within wealth management or financial planning.
Key responsibilities include conducting research, preparing reports, supporting advisers with client recommendations, and liaising with clients and stakeholders.
The company offers multiple generous bonuses, a caring work environment, and study support including financial and study leave.

Paraplanner

Location: CoventrySalary: £32,000 - £40,000 (experience dependant)JobType: Full-time | Office Based

We are seeking a detail-oriented Paraplanner to support financial advisers by preparing research, suitability reports, and technical analysis for high-net-worth clients but also able to cover some administration if needed.

Key Responsibilities:

Conduct in-depth research and analysis on financial products and solutions
Prepare detailed and compliant suitability reports
Support advisers with client recommendations and planning strategies
Liaise with clients, providers, and other stakeholders to facilitate smooth processes

What We’re Looking For:

Experience: Minimum 1 year in a paraplanning role within wealth management or financial planningSkills: Strong technical knowledge of pensions, investments, taxation, and protection productsAttention to Detail: Ability to produce accurate, high-quality reports and research

Whats in it for you?

Multiple generous bonuses a year
Employee caring employer
Study support - Financial & study leave

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