Paraplanner

Premier Jobs UK Limited; United Kingdom; Hybrid; GBP 33,000 - 40,000; Full time

Job summary

A local financial planning firm in Leamington Spa seeks a Paraplanner to support Financial Advisors in building financial plans and conducting client meetings. This role offers a salary between £33,000 and £40,000, alongside benefits including a pension plan and full funding for industry qualifications. The firm promotes professional development and provides a collaborative work environment with a balance of office and home working. Free parking is also available.

Benefits

5% matched pension

Full benefits and wellness package

Funding towards industry qualifications

Regular team and client social events

Free parking

Qualifications

• Minimum of 3 years experience as a Paraplanner.
• Relevant industry qualifications such as Level 4 Diploma in Financial Planning.
• Familiarity with financial planning tools like IO and Voyant is beneficial.

Responsibilities

• Build financial plans and suitability reports for clients.
• Conduct provider research and cashflow modelling.
• Assist Financial Advisors in client meetings.

Skills

3+ years' experience as a Paraplanner

Experience with IO, Voyant, FE Analytics, Defacto or iPipeline

Education

Level 4 Diploma in Financial Planning or Certificate in Paraplanning

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!

Qualifications

• 3+ years' experience as a Paraplanner
• Level 4 Diploma in Financial Planning or Certificate in Paraplanning (ideal)
• Experience with IO, Voyant, FE Analytics, Defacto or iPipeline is beneficial

Salary & Benefits

• Salary of £33,000 - £40,000 depending on experience
• 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

Locations

Leamington Spa

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