Senior Paraplanner

Company : Confidential

Remote / Work from Home

Job Description - Senior Paraplanner

Job Title: Senior Paraplanner
Location: Coventry (Hybrid Working)
Salary: £45,000 (depending on experience)
Benefits:

28 days holiday (increasing to 29 after 3 years and 30 after 5 years)
Study support
Flexible hybrid working

About the Role:
Our client, a well-established and growing financial planning firm in Coventry, is seeking a skilled Senior Paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner who is passionate about delivering high-quality support and technical expertise to advisors and clients.
Key Responsibilities:

Preparing detailed suitability reports and recommendations
Conducting technical research and analysis across pensions, investments, protection and tax planning
Supporting advisors in client meetings with technical queries and planning
Maintaining accurate records in line with compliance requirements
Assisting in the development of internal processes and best practices

About You:

Minimum of 3 years' experience in a paraplanning role
Level 4 Diploma qualified (or working towards Chartered status)
Strong technical knowledge of pensions, investments, and financial planning
Excellent report writing and communication skills
Organised, proactive, and committed to ongoing professional development

What’s on Offer:

A supportive and collaborative team environment
Genuine career progression opportunities
Hybrid working for better work-life balance
Generous holiday package with increasing entitlement
Full study support towards further qualifications

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Senior Paraplanner

Job Description - Senior Paraplanner

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