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Experienced Paraplanner - Hybrid Role with Training

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Royal Leamington Spa

Hybrid

GBP 33,000 - 40,000

Full time

Today
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Job summary

A local independent financial planning firm in Leamington Spa is seeking a Paraplanner to support their team of Financial Advisors. The ideal candidate will have over 3 years of experience and relevant qualifications. This firm is committed to professional development, offers a competitive salary of £33,000 - £40,000, and provides a benefits package including a matched pension and wellness support. Enjoy a collaborative work environment and flexibility with remote work after training.

Benefits

5% matched pension
4x DIS
Christmas office closure
Full benefits and wellness package
Regular team/client social events
Free parking

Qualifications

  • 3+ years' experience as a Paraplanner.
  • Ideally hold Level 4 Diploma in Financial Planning or Certificate in Paraplanning.
  • Experience with financial planning tools would be beneficial.

Responsibilities

  • Support Financial Advisors by building financial plans and suitability reports.
  • Conduct provider research and cashflow modelling.
  • Engage with clients & providers, attending initial client meetings.

Skills

Experience as a Paraplanner
Provider research
Cashflow modelling
Client communication

Education

Level 4 Diploma in Financial Planning
Certificate in Paraplanning

Tools

IO
Voyant
FE Analytics
Defacto
iPipeline
Job description
A local independent financial planning firm in Leamington Spa is seeking a Paraplanner to support their team of Financial Advisors. The ideal candidate will have over 3 years of experience and relevant qualifications. This firm is committed to professional development, offers a competitive salary of £33,000 - £40,000, and provides a benefits package including a matched pension and wellness support. Enjoy a collaborative work environment and flexibility with remote work after training.
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