Paraplanner

Recruiter
FM Top Jobs
Location
Coventry
Posted
11 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner / Financial Administrator

Are you a Paraplanner or Financial Administrator looking to join a busy business based in Coventry?

The Company
This financial services firm nearing its 30th anniversary is looking to continue building their team of Financial & Mortgage Advisers. They have continued to successfully grow the business and now have a team of 12 Advisers supported by 9 Administrators. They now have the opportunity for a Paraplanner or Financial Administrator to join their team.

Roles and responsibilities
You will join their existing admin team who provide support to their Wealth Managers. Your duties will include:
• Creating annual review reports for clients
• Liaising with clients to book in review meetings
• Processing / submitting applications onto platforms / product providers
• Assisting in the analysis and reviewing of potential transfers of client’s pensions and investments
• Writing suitability reports
• Providing ad-hoc research and administrative support

Requirements to be considered
In order to be considered for this position, you must have at least 12 months financial services experience and already holding or have desire to study for Diploma in Financial Planning.

Benefits
• Salary of £20,000 - £30,000 pa dependent on skills and experience
• Company benefits include: pension, paid study for Diploma in Financial Planning, 20 days holiday plus bank holidays and free Christmas party with an overnight stay for you and your partner
• Positive, encouraging, helpful atmosphere with no micro-management
• Opportunity to develop your career further within a growing business
• Working from their open-plan office with free parking

Locations
Coventry

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