Current jobs related to Paraplanner - Coventry - FinLink

  • Paraplanner

    5 months ago

    Coventry, United Kingdom Kate+Co Full time

    Paraplanner Permanent / Full Time KCGroup This is a full time permanent role, offering hybrid working (3 days in 2 days from home), training and progression opportunities, free parking and a salary ranging from £25-28k.  We have partnered with a finance organisation who are recruiting a Paraplanner to join...

  • Paraplanner

    1 month ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Kate+Co. As a Paraplanner, you will play a vital role in providing administrative support and managing relationships between our practice and clients.Key Responsibilities:Provide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new...

  • Paraplanner

    4 weeks ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Kate+Co. As a Paraplanner, you will play a vital role in providing administrative support and managing relationships between our practice and clients.Key ResponsibilitiesProvide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new...

  • Paraplanner

    4 weeks ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Kate+Co. As a Paraplanner, you will play a vital role in providing administrative support and managing relationships between our practice and clients.Key ResponsibilitiesProvide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new...

  • Paraplanner

    1 month ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Kate+Co. As a Paraplanner, you will play a vital role in providing administrative support and managing relationships between our practice and clients.Key Responsibilities:Provide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new...

  • Paraplanner Assistant

    2 weeks ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Kate+Co. As a Paraplanner, you will provide administrative support and manage relationships between our practice and clients.Key ResponsibilitiesProvide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new clientsMaintain accurate...

  • Paraplanner Role

    1 week ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    About the Role:We are seeking a skilled Paraplanner to join our team at Kate+Co. As a Paraplanner, you will provide administrative support and manage relationships between our practice and clients.Key Responsibilities:Provide client/adviser administrative supportPromote additional services to new and existing clientsOnboarding of new clientsMaintain accurate...

  • Paraplanner - Support Specialist

    2 months ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Exciting Opportunity: Paraplanner at Kate+CoKate+Co is currently seeking a dedicated Paraplanner to join their dynamic team. This full-time permanent role offers hybrid working arrangements, training, progression opportunities, and a competitive salary.Key Responsibilities:Provide essential administrative support to clients and financial advisorsPromote...

  • Paraplanner - Support Specialist

    4 weeks ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Exciting Opportunity: Paraplanner at Kate+CoKate+Co is currently seeking a dedicated Paraplanner to join their dynamic team. This full-time permanent role offers hybrid working arrangements, training, progression opportunities, and a competitive salary.Key Responsibilities:Provide essential administrative support to clients and financial advisorsPromote...

  • Paraplanner - Administrative Support Role

    2 weeks ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    We are seeking a skilled Paraplanner to provide administrative support and manage relationships between our Practice and clients. The successful candidate will have experience in a financial/private client setting, be proficient in Microsoft Office, and possess excellent organisation skills.The Paraplanner will be responsible for providing client/adviser...

  • Paraplanner - Administrative Support Specialist

    2 months ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Job Summary:Kate+Co is seeking a highly organized and detail-oriented Paraplanner to join our team. As a Paraplanner, you will provide administrative support and manage relationships between our practice and clients.Key Responsibilities:Provide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new clients...

  • Paraplanner - Administrative Support Specialist

    2 months ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Job Summary:Kate+Co is seeking a highly organized and detail-oriented Paraplanner to join our team. As a Paraplanner, you will provide administrative support and manage relationships between our practice and clients.Key Responsibilities:Provide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new clients...

  • Financial Support Specialist

    1 month ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Job Title: ParaplannerWe are seeking a skilled Paraplanner to join our team at Kate+Co. As a Paraplanner, you will provide administrative support and manage relationships between our practice and clients.Key Responsibilities:Provide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new clientsMaintain...

  • Financial Support Specialist

    1 month ago

    Coventry, Coventry, United Kingdom Kate+Co Full time

    Job Title: ParaplannerWe are seeking a skilled Paraplanner to join our team at Kate+Co. As a Paraplanner, you will provide administrative support and manage relationships between our practice and clients.Key Responsibilities:Provide client and adviser administrative supportPromote additional services to new and existing clientsOnboard new clientsMaintain...

  • Financial Planning Administrator

    5 months ago

    Coventry, United Kingdom MB Fitzgerald Full time

    **IFA Administrator - Meriden, Coventry - Salary to £30,000 plus Benefits** MB Fitzgerald Recruitment are currently working with a growing firm of Wealth Managers who are looking for an experienced Financial Planning Administrator. The company specialise in providing Financial Planning and Discretionary Fund Management services to HNW individuals. They...

  • Financial Planning Administrator

    5 months ago

    Coventry, United Kingdom Idex Full time

    **Financial Planning Administrator** Flexible hybrid working, competitive salary, bonus and full benefits including non-contributory pension and private medical. A chartered and professional Financial Planning firm have a client support and administration opportunity. **Responsibilities include**: Experience of working within an IFA/ financial planning...

  • Ifa Administrator

    4 months ago

    Coventry, United Kingdom NJR Recruitment Full time

    **IFA Administrator/ Trainee Paraplanner** **Coventry** **£23,000-£28,000** Our client are offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving Business who are based in the Coventry area. Our client specialise in providing holistic advice to their forever growing Client base which has become...

  • Senior Ifa Administrator

    5 months ago

    Coventry, United Kingdom Recruitment Rebellion Full time

    Senior Administrator or Manage required for a busy IFA financial planning firm in Coventry with plans to grow. Are you a senior IFA business administrator who has had some experience in supervising staff and running a small office? Do you really love administration and are keen to progress and take on more management duties? If you think this is the role...

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