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Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recomm
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recomm
A fantastic opportunity has arisen for an experienced Paraplanner to join a top tier advice practice. Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity. The primary duties for this role includes research and report writing and as such all candida
This role is best suited to those with 2 years paraplanning experience who also have their level 4 qualification. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
Business
This is a
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable
The role:
A chartered firm of IFA’s is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner. Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients. Further responsibilities include…
Carry out the t
Job Title: ParaplannerLocation: Edgbaston (B15), UKSalary: £30,000 - £45,000 per annumBenefits
Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote)
26 days holiday + bank holidays + increasing entitlement with LOS
Matched pension + NI employer contributions
Critical Illness & Life Cover
Annu
Job Source: Heat Recruitment
Paraplanner
Coventry
£ 30,000 - 40,000 per annum, Inc benefits
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recommendations for client meetings.The successful candidate will have a broad technical knowledge and experience of working within a similar role and environment.They are looking for an accomplished individual with the initiative to develop in their role. The position is open to full or part time applications.You will need –• Experience writing bespoke reports.• CII Certification desirable, not required• Willingness to be fully office based.
The successful candidate will receive –
• Competitive salary, dependant on experience4 x Death in Service• 2 x Critical Illness• Health cash Plan• 4.5% matched pension• 22 days holiday plus ability to buy 5 more• Free parking• 1.30pm finish on Fridays• Bonuses – based on company performance and individual performance• Full support with Certification exams
If you're interested in applying for this role, please follow the link.