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Paraplanner

3 months ago

Coventry, United Kingdom FinLink Full time
Paraplanner, Warwickshire
Hybrid, flexible working approach
£40k - £50k depending on experience
This role is for you if you are a diploma-qualified, experienced Paraplanner who is looking for a long-term career with an established business where you will earn a strong salary, feel valued, and will have great benefits. This position is highly sought after as vacancies within this company are rare due to their high staff retention. They pride themselves on their ability to listen and work with their employees to achieve the best results.
The Business
They are an established company, operating for over twenty years since their founding. They are a medium sized business with an advisory team and a back-office team in place to support them. They are going through a period of organic growth, as well as growth through acquisitions, and so they are on a look out for an experienced Paraplanner to join their team.
The Role
As a Paraplanner, you’ll be supporting the Advisor Team with new business/replacement business, preparing case files, analysing client’s requirements, developing cash flow models, and constructing financial planning solutions. Basic paraplanner duties include preparing client reviews, investment performance reviews, as well as producing supporting reports when needed.
The Benefits
* Salary between £40k - £50k depending on experience
* Hybrid working with 2 days at home
* Flexitime available
* 28 days holiday (+bank holidays)
* Private medical insurance
* Matched 5% pension scheme
* Death in service x4
Apply
If you think this position sounds attractive, please click the apply button and we will be in touch to discuss further