Job Information

My client is a reputable medium-sized firm in Coventry who are experiencing exponential levels of growth and are looking to bring on an experienced paraplanner to assist with this.

• Preparation of files for existing client review meetings
• Responsible for completing suitability reports, valuations and research
• Being able to process new business from start to finish
• Experience of Avelo, as well as the Wrap Platforms from providers
• Close contact with third party providers including obtaining personalised illustrations, key features documents and application forms
• Organising letter of authority to third party providers in order to obtain necessary ceding scheme information
• Studying towards or obtained DipFA


This role has been created to deal with the increased levels of business and growth within the firm. For this reason opportunities for professional development will occur.

Dependent on qualifications, salary will range between £25,000-£35,000

Due to the calibre required for this position it is strongly urged that candidates without experience of the above do not apply.

If you are interested in this position please apply within and one of our consultants will be in touch.