Financial Paraplanner

Company Overview

FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED is a financial services company headquartered in Coventry, United Kingdom. Specializing in providing tailored financial advice, the company is committed to helping clients achieve their financial goals. With a focus on delivering personalized and reliable financial solutions, the team offers expert services in areas such as investments, financial planning, and wealth management. The company prides itself on its professional approach and dedication to client success.

This is a full-time hybrid role for a Financial Paraplanner. The position is based on site in Kenilworth and involves supporting financial advisors by preparing comprehensive client reports, conducting in-depth financial analysis, and contributing to the creation of custom financial plans. Responsibilities also include analysing investment portfolios, ensuring compliance with regulatory requirements, and liaising with clients and internal teams to ensure seamless delivery of financial services.

• Strong knowledge of Financial Planning and Finance principles
• Proficiency in Analytical Skills and Report Writing
• Experience with Investments and portfolio analysis
• Attention to detail, organisational skills, and a proactive approach
• Capability to work collaboratively in a team environment
• Relevant certifications in financial planning or related fields are advantageous
• Proficiency in financial software and tools is a plus