Paraplanner

7 days ago


Royal Leamington Spa, United Kingdom Premier Jobs UK Full time

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 Certificate in Paraplanning * Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support profe...


  • Paraplanner

    3 weeks ago


    Royal Leamington Spa, United Kingdom Eden Rose Full time

    Our Leamington Spa based client is seeking an experienced Paraplanner to join their friendly and professional team. This is a fantastic opportunity to be part of a respected financial planning firm that truly values career development, with study support available for part qualified candidates looking to complete their qualifications. Key Duties: * Prepare...

  • Paraplanner

    2 weeks ago


    Royal Leamington Spa, United Kingdom Premier Jobs UK Full time

    Paraplanner Job in Leamington Spa 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...

  • Paraplanner

    2 weeks ago


    Royal Leamington Spa, United Kingdom Integro Partners Full time

    Paraplanner Leamington Spa, Warwickshire - £33,000 to £40,000 DOE and qualifications. Permanent, full time Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone with...

  • Paraplanner

    2 weeks ago


    Royal Leamington Spa, United Kingdom Integro Partners Full time

    Paraplanner Leamington Spa, Warwickshire - £33,000 to £40,000 DOE and qualifications. Permanent, full time Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone...

  • Paraplanner

    2 days ago


    Royal Leamington Spa, United Kingdom RGH-Global Ltd Full time

    Overview Leamington Spa, Warwickshire £30,000 - £40,000 (depending on experience and qualifications) Permanent | Full-time Our client is looking for an experienced Paraplanner to join a growing financial planning team in Leamington Spa. This role involves preparing detailed financial reports, carrying out technical research, and ensuring advice is...


  • Royal Leamington Spa, United Kingdom Premier Jobs UK Full time

    A local independent financial planning firm in Leamington Spa is seeking a Paraplanner to support their team of Financial Advisors. The ideal candidate will have over 3 years of experience and relevant qualifications. This firm is committed to professional development, offers a competitive salary of £33,000 - £40,000, and provides a benefits package...

  • Paraplanner

    6 days ago


    Leamington Spa, Warwickshire, United Kingdom RecruitUK Full time £25,000 - £40,000 per year

    Job Description Are you seeking the next step in your career as a paraplanner and see yourself in a new diverse role? An exciting new opportunity to work for a Wealth Management Firm located in a stunning Leamington Spa office has arisen.Recruit UK are working on an excellent opportunity for a Paraplanner in Leamington Spa to join a Financial Planning...

  • Senior Paraplanner

    4 days ago


    Royal Leamington Spa, United Kingdom Trowlock Wealth Management LLP Full time

    Job DescriptionOverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality...


  • Leamington Spa, Warwickshire, United Kingdom Ascent Financial Consulting Limited Full time

    Company description We are a Chartered Financial Planning firm based in the heart of Leamington Spa. The team has been delivering holistic, high quality specialist advice for individuals and corporate clients since 2006. The role is focussed on providing technical support to 3 advisers (primarily with a bias towards individual retirement planning) and...

  • Paraplanner

    3 days ago


    Boston Spa, United Kingdom Ortus Psr Full time

    **Paraplanner** **Location: Boston Spa** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...