Job Information

The leading Wealth Management practice in the West Midlands are looking for further paraplanning support in their Coventry offices. Due to exponential levels of growth and continued business wins, there is now a need for an experienced and qualified Para planner. The ideal candidate will fit the below profile:

• Minimum qualifications: CF1/R01/Full FPC and committed to achieving DipFA
• Experienced in writing bespoke suitability letters for HNW clients across pensions, life and investments
• A minimum of 3 years' experience supporting an Independent Financial Advisor (not from banking/provider)
• Highly organised and able to provide pre and post client meeting support
• Comes across as credible, professional and polished inkeeping with this HNW advisory firms' ethos


As such, this position will provide a varied exposure to the market and an exciting pace for the successful candidate. This type of role will offer significant career progression and improved Financial Services knowledge which is impressive on all fronts.

This company are also highly committed to promoting from within and suitable applicants will be subject to full sponsorship to Chartered status, whilst supported in any career goals they will have.

With a highly competitive salary and a full host of benefits, this is an exceptional opportunity.

For this reason a high calibre of candidate will be necessary and those without experience are urged not to apply.

If you do fit the above criteria and are wanting to find out more please apply within and a consultant from Cameron James will be in touch within 1 week should you be successful.