img
Permanent

Paraplanner

Coventry
money-bag 40000.00-40000.00 Annual
3087298564
Posted Today

Paraplanner job - an excellent opportunity to join a growing independent financial planning firmThis Paraplanner job provides a fantastic opportunity to join an established financial planning business where you''ll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step.In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients.Your responsibilities will include:Preparing accurate and compliant suitability reportsUndertaking detailed product research and financial analysisSupporting Advisers with client review packs and case preparationManaging post meeting actions, liaising with providers and obtaining outstanding informationEnsuring files meet compliance and internal documentation standardsThis role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond.Paraplanner RequirementsEssential: Experience as a Paraplanner or Senior IFA AdministratorEssential: Strong pensions and investments knowledgeEssential: Experience writing suitability reportsDesirable:

Other jobs of interest...

North Oak Recruitment
LeicesterToday
money-bag35000.00-35000.00 Annual
Grove Talent Solutions
BirminghamToday
money-bag36000.00-36000.00 Annual
Recruit Wealth
BirminghamYesterday
money-bag40000.00-40000.00 Annual
Rayment Recruitment
Leicester
money-bag40000.00-40000.00 Annual
Ellis James Partners Limited
Birmingham
money-bag35000.00-35000.00 Annual
Premier Jobs UK
Blaby
money-bag40000.00-40000.00 Annual
Burgh Recruitment Limited
Solihull3 days ago
money-bag40000.00-40000.00 Annual
North Oak Recruitment
Leicester3 days ago
money-bag32000.00-32000.00 Annual
recruitment22
Sutton Coldfield3 days ago
money-bag37000.00-37000.00 Annual
mbf.
Sutton Coldfield3 days ago
money-bag40000.00-40000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!