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Paraplanner - Coventry

Posted 24 January by Focus Search and Selection Ended


My client, a wealth management company is expanding and looking for an experienced Paraplanner to join their growing team. This is an interesting and challenging role that would suit a confident, numerate, and ambitious individual who enjoys using their initiative and someone who has a can-do attitude at work.

The role will involve the following:

  • Dealing with clients
  • Writing reports within Paraplanning
  • Preparing reports on behalf of the advisors
  • Preparing critical yield calculations and general sense checking of cases
  • Have a good understanding of the client’s financial needs and requirements.
  • Checking CFR’s and collating client information
  • Carrying out product research

Skills, knowledge and experience:

  • Diploma qualified desirable but not essential
  • Experience within an IFA or Wealth Management environment
  • Experience in the administration of IHT, Pension, Investment Mortgage products.

In return, our client will offer:

  • Excellent salary and benefits package.
  • A supportive, and friendly work environment.
  • Professional continuous development

Don’t delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • Communication Skills
  • General Administration
  • Report Writing
  • Research
  • Wealth Management

Reference: 34311731

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