Location
COVENTRY
Salary Competitive TypePermanent WorkplaceOn-Site Ref88696
Technical Paraplanner
Location: Warwickshire | Salary: Competitive (depending on experience)
Office-Based | Progression to Adviser Available
A highly respected Chartered and independent financial planning firm is looking to appoint an experienced Technical Paraplanner to join their close-knit and professional team.
This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality, compliant reports and working collaboratively with advisers and support staff. The business offers a clear progression path into an adviser role, once proven in the position, making this a strong option for someone looking to grow their career in a truly client-focused environment.
What youll be doing:
1. Writing detailed, bespoke suitability reports across pensions, investments, and protection
2. Conducting technical research and analysis to support high-net-worth client recommendations
3. Working closely with experienced financial planners to deliver quality advice outcomes
4. Supporting the advice process through preparation of review packs and recommendation documentation
5. Ensuring all work is compliant with FCA regulations and internal processes
What were looking for:
6. Proven experience in a paraplanning role within an IFA or wealth management environment
7. Strong knowledge of pensions, investments, and holistic financial planning
8. Confidence and competence in writing high-quality, client-facing suitability reports
9. Level 4 Diploma qualified (or working towards, with strong technical skills)
Why join?
10. Well-established, independent Chartered firm with an excellent reputation
11. Supportive, collaborative team culture with direct access to advisers and directors
12. Fully office-based role with hands-on support and career development
13. Progression opportunity to move into a financial planner role over time
This is a great opportunity for a paraplanner who wants to be part of a stable, professional firm that values