Description

Paraplanner

Location: Coventry - Hybrid

Salary: Up to £50,000 (dependent on experience)

Duration: Full-time, Permanent

We are working with a highly regarded Independent Financial Advisory (IFA) firm that is expanding its team and looking for a Paraplanner. This is an exciting opportunity to work in a progressive, client focused firm where your expertise will be valued and your career growth actively supported.

Why Join Us?

Impactful Work: Play a key role in shaping clients' financial futures by delivering high-quality financial planning support.

Career Progression: A clear pathway for professional growth, whether you aspire to lead a paraplanning team, transition into advising, or specialise in complex financial planning cases.

Work-Life Balance: Hybrid working model with 3 days in the office and flexibility to work remotely.

Supportive Culture: Join a collaborative, forward-thinking team that values innovation, expertise, and career development.

Key Responsibilities

• Prepare documentation and reports for client meetings, ensuring accuracy and compliance.
• Conduct research and analysis on investment strategies, pensions, and protection products.
• Produce suitability reports, pension reviews, and financial planning documents.
• Liaise with financial advisers and clients to ensure smooth implementation of recommendations.
• Support ongoing client reviews and assist in maintaining financial plans.
• Contribute to process improvements and best practices within the paraplanning team.

What’s on Offer?

• Salary up to £50,000 (dependent on experience)
• Hybrid working (3 days in the office, 2 days from home)
• Flexible working potential to accommodate personal and professional needs
• Study support for further professional qualifications
• Career progression opportunities with tailored development plans
• Competitive benefits package

Benefits & Perks for Paraplanner

• Flexible Working & Holidays- Competitive holiday allowance, annual buy & sell scheme, your birthday off, and additional holiday days for long service.
• Social Perks- Celebrate success with annual Christmas and Summer parties.
• Pension & Life Cover- Contributory pension scheme and death-in-service benefit.
• Bonus Scheme- Competitive salary with a discretionary annual bonus after a year’s service.
• Health & Wellbeing- Access to the MediCashapp for cashback on health services, discounted health club memberships, and free healthcare benefits.
• Professional Development- Structured learning and development programs tailored to your career ambitions.
• Shopping Discounts- Discounts and cashback from major retailers, supermarkets and access to free online training courses.

If you are interested in the Paraplanner position then apply today and if suitable one of our consultants will be in touch within 24 hours!

Paraplanner, IFA, Report Writing, Research & Analysis, Financial Planning, Wealth Management, Financial Services