Job Details

Paraplanner

Sector:Financial Services

Region : West Midlands

Location: Coventry

Salary:

Job Ref.: SL:CVPPL1

Job Information

A boutique firm based in Coventry are looking to expand their current team and are recruiting for a Paraplanner. This firm are a local business with a close knit team, combining a warm working environment with a professional brand, and are highly recommended.

The successful candidate:

• Either obtained or working towards their Level 4 DipFA, it is essential that the candidate is dedicated to studying for professional qualifications
• Extensive experience within an IFA, processing new business and writing reports both from templates and bespoke
• Vast knowledge of Pensions, Life and Investment products and platforms
• Experienced in using systems such as First/Transact

The role will offer varied work and a broad range of responsibilities, which will challenge the successful candidate and ensure progression in the long term.

Please apply within if you have the relevant experience. If you application has been successful in being shortlisted you will receive a call from us within 2 weeks.