Job Description
Paraplanner
Location: Coventry
Salary: £32,000 - £40,000 (experience dependant)
Job Type: 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 planning
* Skills: Strong technical knowledge of pensions, investments, taxation, and protection products
* Attention to Detail: Ability to produce accurate, high-quality reports and research
Whats in it for you?
1. Multiple generous bonuses a year
2. Employee caring employer
3. Study support...