Paraplanner

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

Paraplanner Job in Leamington Spa

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.

Responsibilities

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!

About 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 together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions.

Qualifications

• 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

Salary & Benefits

• Salary of £33,000 - £40,000 depending on experience
• Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events
• 4 days office based and 1 day from home (following training / probationary sign off)
• The team thoroughly enjoy working together
• Soon to be moving to even better offices! (Still within Leamington Spa)
• Free parking available

Location

Leamington Spa