Paraplanner

Premier Jobs UK Limited; East Midlands; On-site; GBP 35,000 - 45,000; Full time

Job summary

A local independent financial planning firm in Leamington Spa is seeking an experienced Paraplanner to join their growing team. You will support Financial Advisors by building financial plans and conducting research, alongside other Paraplanners. The firm values professional development, offering funding for industry qualifications. The culture promotes collaboration and community engagement, making it an ideal place for individuals wanting to enhance their career in financial planning.

Benefits

Funding for industry qualifications

Regular social events

Qualifications

• 3+ years' experience as a Paraplanner is required.
• Holding a Level 4 Diploma in Financial Planning is ideal.
• Experience with specific financial software is beneficial.

Responsibilities

• Build financial plans and suitability reports.
• Conduct provider research and cashflow modelling.
• Engage with clients and attend initial client meetings.

Skills

3+ years' experience as a Paraplanner

Provider research

Cashflow modelling

Education

Level 4 Diploma in Financial Planning

Certificate in Paraplanning

Tools

IO

Voyant

FE Analytics

Defacto

iPipeline

Job description

Job Description

This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team

You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients.

Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings.

The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago!

Paraplanner Requirements

• You should have 3+ years' experience as a Paraplanner
• Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning
• Individuals with experience of using any of the following would be beneficial : IO, Voyant, FE Analytics, Defacto or iPipeline

The Company

This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively to...