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