Paraplanner

Description:

Paraplanner | Coventry – Office based | Full Time | Competitive, based on experience £30,000-£35,000, up to £40,000 for exceptional candidates with annual pay rises

Are you a detail-oriented individual with a passion for financial planning?

Do you thrive in a fast-paced environment and aspire to work with high-net worth individuals?

If so, our client wants you to be part of their team!

The company specialise in providing top-tier services for high-net worth individuals, helping them leverage their assets while ensuring protection, growth, and maximising tax efficiency. As a leading firm in Coventry, they are committed to excellence and continuous growth.

Are you the right person for the job?

A team player who shares our company values
Qualified or part qualified (completed or studying for Level 4 Diploma or similar)
Experienced in financial services, ideally in an IFA practice
Analytical with a keen eye for detail
Proficient in written and oral communication
Knowledgeable about FCA regulations and compliance obligations
Familiar with regulated products and platforms
Excellent attention to detail
Strong organisational and time management skills
Eagerness to learn and grow
Effective communication skills
Ability to work independently and collaboratively
Proficiency in Word, Excel & PowerPoint
Driven to succeed with a strong work ethic
What will your role look like?

Manage daily correspondence and client files
Process new business applications from start to finish
Obtain product information from providers
Prepare illustrations and suitability reports
Maintain the New Business pipeline
Complete Cash Flow Projections
Prepare for client annual review meetings
What can you expect in return?

Enjoy 28 days of paid holiday per year
Performance-Based Bonuses: Your hard work and dedication won't go unnoticed. Our client offers performance-based bonuses, tailored to reward your achievements. Further details will be discussed during the interview process, ensuring transparency and alignment with your goals
Career Progression Opportunities: our client is committed to helping you reach your full potential. With structured training, development programs, and clear pathways for advancement, you'll have the support you need to excel in your career
Support for Professional Qualifications: Invest in your professional growth with our client’s support for pursuing professional qualifications. Whether it's certifications, courses, or licences, our client is here to help you expand your skill set and expertise
Free Parking
Additionally, while the company currently don't offer Death in Service or Group Income Protection, they're open to considering these benefits in the future. The company’s decisions are driven by the impact their team members have on their practice. For instance, in the past, the presence of a Paraplanner led to a significant 25% increase in production, prompting our client to explore additional benefits like Death in Service and Group Income Protection.

Similarly, long-term team members have received annual bonuses based on their dedication and contributions.

These discussions are best had face-to-face, allowing you and the employer to explore how you can mutually support each other's success.

What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!

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