Chartered Financial Planning Administrator

4 weeks ago


Coventry, Coventry, United Kingdom CleverHR Full time

CleverHR is a dynamic and growing wealth management firm seeking a skilled Paraplanner to administer both new and existing business. This role offers an exciting opportunity for career growth and professional development.

The successful candidate will be responsible for writing suitability reports, maintaining client information, and assisting with ongoing client management.

  • Key responsibilities include:
  • Administering new and existing business, ensuring compliance with regulatory requirements.
  • Maintaining accurate client information and assisting with ongoing client management.
  • Writing suitability reports on various case types.

Salary: £40,000 - £50,000 per annum.



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