Paraplanner

6 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 their growing team based at their modern purpose built offices In the Berkswell area.

    As a Paraplanner you will be responsible for providing administrative support and managing relationships between the Practice and clients. 

    We would like to hear from candidates for the Paraplanner role who:

    • Have experience of providing administrative support in a financial/private client setting 
    • Competent use of Microsoft Office Software
    • Comfortable working to deadlines
    • Excellent organisation skills and can prioritise workload
    • Car driver with full clean drivers license 

    Key duties and responsibilities of the Paraplanner role:

    • 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

    Key Information about the Paraplanner role:

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

    For more Information on the role please call Reiss on . We would like to thank you for taking the time to apply for this vacancy. If you are not selected for this particular position, your CV will be kept on file and you may be contacted for other suitable roles in the future.

    To apply for this job please visit

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