Paraplanner

Premier Jobs UK; West Midlands; On-site; GBP 30,000 - 45,000; Full time

Job summary

A local financial planning firm in Leamington Spa is seeking a Paraplanner to join their dedicated team. You will work with 5 Financial Advisors, focusing on financial plans, suitability reports, and client interactions. The firm values professional growth, offering opportunities for industry qualification funding. Ideal candidates have over 3 years of experience and preferably hold a Level 4 Diploma in Financial Planning. Collaborate in a supportive community-driven environment to achieve optimal client outcomes.

Benefits

Funding for industry qualifications

Qualifications

• 3+ years' experience as a Paraplanner.
• Level 4 Diploma in Financial Planning preferred.

Responsibilities

• Building financial plans and suitability reports.
• Provider research and cashflow modelling.
• Supporting Financial Advisors and client meetings.

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...