Paraplanner – Growth-Driven Financial Planning Firm

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

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.