Paraplanner
Job title: Paraplanner
Location: Coventry
Reference Number: 8133
Salary: Up to £45,000
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner near Coventry to join a well-established Independent Financial Advice practice.
My client gives advice on Financial Planning, Pensions, ISAs, Inheritance Tax, Investments and more. They strive to understand clients’ needs fully and ensure they meet their long-term goals, as well as tailoring their approach to ensure each client receives a bespoke service.
They are currently looking to bring on a Paraplanner to join their existing team in their office in Coventry due to continuous success and growth. This is a brilliant opportunity for an experienced paraplanner, to join a reputable financial planning firm that gets involved in complex and technical advice.
In this role you will support 1 – 2 financial advisers, process new business, obtain quotations and illustrations, liaising with clients and providers, complete suitability letters following a client meeting and more. You will be a crucial point of liaison between paraplanners and financial planners.
What’s in it for you?
- Salary is Up to £45,000 (salary dependent on your skill set and experience)
- Discretionary bonus
- Profit share
- Income protection
- Death in service
- Option for private health care
- Very generous ER Pension contribution
- 25 days holiday plus bank holidays
- The potential of flexible working (once fully trained)
- Full support with exams and study – long-term progression
Skills and experience required:
- Previous experience as an IFA Administrator in an IFA/Wealth Management company – ideally 2 plus years
- Experience utilising Intelligent Office
- Exposure to Standard Life and Aviva platforms
- Organisation and prioritisation skills