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Paraplanner – Growth-Driven Financial Planning Firm

Premier Jobs UK Limited

East Midlands

On-site

GBP 35,000 - 45,000

Full time

25 days ago

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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.
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