Job Description
Paraplanner | Coventry – Office based | Full Time | Competitive, based on experience £35,000, up to £37,000 - £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 is looking for a Paraplanner who will be responsible for supporting financial planners in delivering high-quality financial advice to clients.
Responsibilities:
1. Prepare financial plans and reports.
2. Conduct research on investment products.
3. Assist in client meetings and maintain client relationships.
4. Ensure compliance with regulatory requirements.
Minimum Requirements:
1. Experience in a financial services environment.
2. Strong analytical and organizational skills.
3. Excellent communication skills.
4. Relevant qualifications (e.g., Level 4 Diploma in Financial Planning).
#J-18808-Ljbffr