Paraplanner

Overview

This Paraplanner role in Leamington Spa is with a local, independently owned financial planning firm, recruiting due to growth within their team. You will join a local firm proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. You will be joining alongside 2 other Paraplanners and some Administrators, supporting 5 Financial Advisors.

Responsibilities include building financial plans, creating suitability reports, provider research, cashflow modelling, speaking with clients and providers, and attending initial client meetings.

• Build financial plans
• Prepare suitability reports
• Conduct provider research
• Perform cashflow modelling
• Communicate with clients and product providers
• Attend initial client meetings
• Support 5 Financial Advisors

• 3+ years experience as a Paraplanner
• Level 4 Diploma in Financial Planning or Certificate in Paraplanning
• Experience with IO, Voyant, FE Analytics, Defacto or iPipeline would be beneficial

• Salary £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
• Regular team and client social events
• 4 days in the office and 1 day from home (post-training)
• Moving to new offices in Leamington Spa
• Free parking

Location:

Leamington Spa

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