CV Bay Ltd
Leamington Spa
30000.00 - 40000.00 GBP Annual
20 Sep 2017
04 Oct 2017
Job Type
Contract Type
Experienced Paraplanner ??EUR" Independent Financial Advisory Services ??EUR" Warwickshire ??EUR" up to GBP40k DOE + Extensive Benefits

We are looking for an enthusiastic and dedicated experienced Paraplanner to join our online Financial Advisory business based in Warwickshire. We are one of the first online IFA??EURs, offering fully regulated advice via simple online apps. We are a progressive and forward thinking company and are looking for a Pensions Administrator to join our successful team and be a part of helping us improve the lives of people by giving them access to cutting edge, digital financial advice.

We are looking for an experienced Paraplanner to join our team and provide efficient technical support to our Financial Advisors, if you have proven paraplanning experience, great attention to detail and have exceptional organisational skills then please get in touch!

Role ??EUR" Paraplanner

Experience ??EUR" Solid Paraplanning commercial experience, Level 4 Diploma Qualified or working towards, good organisation skills, Financial Services industry knowledge and commercial experience

Salary ??EUR" up to cGBP40k DOE

Location ??EUR"Warwickshire, Warwick, Leamington Spa, Coventry, Leicester, Southam, Tamworth, Solihull, Oxford, Walsall, Sutton Coldfield, Birmingham, Walsall, Sutton Coldfield.

Benefits ??EUR"25 days holiday plus UK Bank Holidays, Employer contribution Pension Scheme 4%, Bonus Scheme, Long term incentive plans, reward and recognition programmes, amazing office perks.


- Liaising directly with client managers and advisers on a regular basis.
- Contacting providers to obtain outstanding existing scheme/plan information
- Analysing data and using research tools to provide solutions to meet client??EURs needs and objectives
- Liaising with our investment analysts to obtain appropriate investment solutions
- Providing records to support research undertaken
- Summary of client??EURs needs, objectives and recommendation via a suitability letter and client illustration.
- Carrying out all tasks to be consistent with compliance procedures.
- Communicating with the all members of the team on a regular basis, to provide case updates.
- Managing case work to meet company and client deadlines.
- Opportunity to develop skills through industry exams to progress to investment analyst and/or adviser


- Diploma Qualified or working towards
- Maths and English GCSE A-C or equivalent, preferably educated up to degree qualification including an element of mathematical or statistical related disciplines.
- Extensive knowledge of the Financial Services Industry
- Degree level qualification

- Good Communication Skills ??EUR" Verbal and Written
- Attention to Detail and the ability to develop your own ideas
- Exceptional organisational, planning and analytical abilities
- Computer Literate ??EUR" Knowledge of Microsoft Word, Outlook and Excel
- Desire to develop industry knowledge

Our Office

We are a driven and passionate team who love building collaborative relationships internally and externally. We get the hard stuff done fast but we know how to have fun doing it and promote a healthy work/life balance! We are based in modern open plan offices with amazing facilities. We offer reward and recognition programmes to recognise our outstanding performers and have a health wellbeing and social programme where we provide free fresh fruit, pre work yoga class and social events. We also have dress done Fridays and an excellent benefits we really are an amazing place to work!

If this sounds like you and something you are interested in please send your CV over straight away ! Or you can call Katie on ************* to have a confidential chat about the role in more detail, your skills and requirements.

This ad is posted by CV Bay on behalf of a client. All of our Adverts are for live Jobs we??EURre actively recruiting for. We are a UK based Recruitment agency. We have dedicated teams and account managers to ensure we give the best possible service. If this particular Advert isn??EURt of interest to you, but you are a Games Professional, please get in touch as we have new roles in on a daily basis.