Senior paraplanner Work, Jobs in Nuneaton, War (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
12d
Senior Paraplanner
Cooper Parry —Derby
- Full-time
- Tax experience
9d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
8d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
12d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Head of Paraplanning
Cooper Parry —Derby
- Full-time
- Leadership
- Communication skills
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply

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Senior Paraplanner
RGH‑Global Limited —Coventry
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
12d
Paraplanner
AFH Financial Group —Bromsgrove
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.

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Senior Paraplanner

RGH‑Global Limited
Coventry

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Job details

Permanent | Part-time | Full-time
£40,000 - £45,000 a year
12 days ago

Benefits

Company pension
Employee assistance programme

Qualifications

Financial planning
Mentoring
Communication skills

Full job description

Senior Paraplanner

An excellent opportunity for an experienced Senior Paraplanner to join a growing and forward-thinking financial planning firm that prides itself on delivering comprehensive, client-focused financial advice.

You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills.

Key Responsibilities

Prepare accurate, timely, and compliant suitability reports and recommendation documents.
Conduct detailed research and analysis to support the delivery of tailored financial advice.
Perform complex financial calculations, including CGT and annual allowance assessments.
Ensure all advice and documentation meet regulatory and compliance standards.
Collaborate with Advisers to gather necessary information for advice preparation.
Provide clear and structured instructions to Administrators to ensure smooth case progression.
Utilise technology and financial planning tools to deliver accurate and efficient solutions.
Communicate effectively with clients and colleagues to maintain a high standard of service.

As a Senior Paraplanner, you will also:

Support workflow management to ensure the team meets deadlines and quality standards.
Review and refine processes, templates, and reports to ensure consistency and efficiency.
Help identify training needs within the team and assist with mentoring and knowledge sharing.

Requirements

Strong experience in a Paraplanning role within a financial planning or wealth management environment.
Excellent technical knowledge of financial planning, including experience with complex and bespoke cases.
Confident in conducting research, analysis, and financial calculations.
High attention to detail, strong written communication skills, and a proactive attitude.
A collaborative mindset with a willingness to support and develop others.

Benefits

4x life assurance
Critical illness cover (2x)
Employee Assistance Programme
Health Cash Plan
5% employer pension contribution
Discretionary annual bonus
22 days holiday plus bank holidays (option to purchase an additional 5 days)
Hybrid working
Open to full-time or part-time working arrangements

Apply Now

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Senior IFA Administrator

Senior Financial Planning Administrator

Head of Paraplanning

Apprentice Private Client Administrator

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