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Paraplanner
Job Posted: an hour ago
Salary: £ Competitive
Job Type: Permanent
Location: Norwich, Norfolk
Expire in: a month
Job Description
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 youBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Norwich, Norfolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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