Senior Paraplanner: Financial Planning & Global
Job in
Royal Leamington Spa, Warwickshire, CV32, England, UK
Listed on 2026-01-20
Listing for:
Frey Consulting Group
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in Royal Leamington Spa is seeking a Level 4-qualified Paraplanner with at least 2 years of experience in financial services. You will provide essential support to Financial Advisors, assisting with 5-10 new client cases monthly. This role involves research, client onboarding, and ensuring compliance. The firm offers a supportive environment with professional development opportunities and paid trips abroad.
Apply now if you're passionate about financial planning and collaborative work.
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Position Requirements
10+ Years
work experience
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