Senior Paraplanner salaries in Coventry, WMD

Perform complex financial calculations, including CGT and annual allowance assessments. Provide clear and structured instructions to Administrators to ensure…

£40,000 - £45,000 a year

10 days ago

Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.

Strong understanding of financial planning products, processes, and compliance requirements. Minimum of 3 years experience within an independent financial…

£26,000 - £34,000 a year

10 days ago

Liaising with product providers, clients and professional connections. Experience of pensions, investments or wealth management administration would be…

£28,000 - £32,000 a year

6 days ago

If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both…

Develop an understanding of FCA regulations and the importance of treating customers fairly. Learn to deal with client enquiries in a professional and courteous…

From £9 an hour

14 days ago