Paraplanner Role

4 weeks 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 support
  • Promote additional services to new and existing clients
  • Onboarding of new clients
  • Maintain accurate records at all times
  • Point of contact for clients, handling incoming calls and emails, providing regular updates
  • Liaising with third parties
  • Adhoc admin/project work as and when required by other departments

What We Offer:

  • Salary of £25-28k dependant on experience
  • Company pension scheme
  • Hybrid working
  • Progression available and further training and development opportunities
  • Company events

How to Apply:

Please visit our website to learn more about this opportunity and to submit your application.

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