KT & Coe Are Recruiting for a Paraplanner!
Are you an organised, analytical, and detail-driven professional looking to take the next step in your financial planning career? KT & Coe are seeking a skilled Paraplanner to join our clients growing team.
This is a fantastic opportunity to work with a respected firm that values accuracy, professionalism, and client care. You’ll play a key role in supporting our advisers to deliver clear, compliant, and high-quality financial advice to our clients.
Key Responsibilities:
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Preparing detailed financial reports, suitability letters, and recommendations.
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Conducting in-depth product and fund research to assist in client advice.
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Supporting advisers with cash flow modelling, portfolio reviews, and investment analysis.
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Maintaining accurate client files and ensuring compliance with FCA requirements.
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Liaising with clients, providers, and advisers to gather and verify information.
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Assisting with the preparation of client meetings and review documents.
About You:
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Previous experience in a Paraplanning or financial services support role.
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Good understanding of pensions, investments, protection, and tax planning.
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Strong analytical skills and attention to detail.
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Excellent written and verbal communication skills.
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Highly organised, with the ability to manage workloads and deadlines.
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Working towards or already achieved Level 4 Diploma in Financial Planning (CII or equivalent).
What our client offers -
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Competitive salary (depending on experience).
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Opportunities for professional development and career progression.
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Supportive and friendly team environment.
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City centre location with excellent transport links.
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Monday to Friday, 9am – 5pm working hours.
If you’re passionate about delivering outstanding financial support and want to work with a team that values excellence and growth, we’d love to hear from you