Aims of Position: The Planning Coordinator is responsible for assisting and coordinating the planning, development, maintenance, and operation of the entire company exchange network.
Days/Hours of Work: Monday - Friday, 37.5 hours per week, flexibility required.
Specific Responsibilities
Coordinates the maintenance schedule with the Maintenance Supervisor.
As a Paraplanner, you will provide technical planning support to their financial advisers.
This will include researching, preparing suitability letters and annual reports and making recommendations for client meetings.
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.
Are you an experienced paraplanner looking to transition to a Financial Advisor role?
We are seeking a dedicated Trainee Financial Advisor to work closely with our advisor, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role.
This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE and hybrid working, including the opportunity to work from home.
The Administrative Coordinator position sits within the hub of this organisation.
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