Experienced Paraplanner - Hybrid Role with Training

Premier Jobs UK; Royal Leamington Spa; Hybrid; GBP 33,000 - 40,000; Full time

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.