Paraplanner – Coventry (Onsite)
£30,000 – £40,000 + Holiday + Bonus (Annual / Quarterly)
Are you a Paraplanner looking to join an award-winning wealth management firm, recognised as an FT Top 100 company, that can support your personal development and exam progression?
The business has been operating successfully for over 20 years and, despite its expanding client base, maintains a close-knit team with a strong and supportive culture. Due to continued organic growth, they are now seeking a knowledgeable Paraplanner to support their team of advisers.
This is an end-to-end paraplanning role covering initial client packs, business processing, and the preparation of reports and suitability letters, while maintaining back-office systems and provider platforms to ensure excellent client service.
This is an excellent opportunity for a paraplanner with some industry experience who is looking to broaden their exposure within a company at the forefront of wealth management.
The Role:
*End to End Paraplanner
*Onsite
*Conduct from initial client packs, processing businesses and fulfilling reports and suitability letters
*Maintaining back office systems and provider platforms
The Person:
*Some previous industry experience as a Paraplanner
*Comfortable working in a smaller IFA environment
*Happy to be onsite
*Wants to take on more responsibility
*Receive recognition for the work you do
Paraplanner – Coventry (Onsite)
£30,000 – £40,000 + Holiday + Bonus (Annual / Quarterly)
Are you a Paraplanner looking to join an award Wealth firm who are recognised as a FT top 100 who can support your personal growth and exam support?
The business has been operating successfully for over 20 years and, despite its expanding client base, maintains a close-knit team with a strong and supportive culture. Due to continued organic growth, they are now seeking a knowledgeable Paraplanner to support their team of advisers.
This is an end-to-end paraplanning role covering initial client packs, business processing, and the preparation of reports and suitability letters, while maintaining back-office systems and provider platforms to ensure excellent client service.
This is an excellent opportunity for a paraplanner with some industry experience who is looking to broaden their exposure within a company at the forefront of wealth management.
The Role:
*End to End Paraplanner
*Onsite
*Conduct from initial client packs, processing businesses and fulfilling reports and suitability letters
*Maintaining back office systems and provider platforms
The Person:
*Some previous industry experience as a Paraplanner
*Comfortable working in a smaller IFA environment
*Happy to be onsite
*Wants to take on more responsibility
*Receive recognition for the work you do
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