Paraplanner

Premier Jobs UK Limited; Luton; On-site; GBP 35,000 - 50,000; Full time

Job summary

A local independent financial planning firm in Luton is seeking a Paraplanner to support financial advisors and build comprehensive financial plans. The ideal candidate will have over 3 years of experience, preferably with a Level 4 Diploma in Financial Planning. This firm emphasizes professional development, providing support for qualifications and fosters a collaborative work environment. Enjoy regular social events and a strong community focus in this rewarding role.

Qualifications

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

Responsibilities

• Building financial plans and suitability reports.
• Conducting provider research and cashflow modelling.
• Speaking with clients and providers.
• Participating in initial client meetings.

Skills

Financial planning knowledge

Client communication

Report writing

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...