Paraplanner
3 weeks ago
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 detailed suitability reports and client documentation * Conduct research and analysis to support financial planning recommendations * Assist advisers with client meetings and follow up actions * Maintain accurate client records and ensure compliance with FCA regulations * Support the wider advice team to deliver an exceptional client experience Requirements: * Previous experience as a Paraplanner within an IFA or financial planning environment * Strong technical knowledge across pensions, investments, and protection * Progress towards Level 4 Diploma in Regulated Financial Planning, with study support provided for completion * Excellent attention to detail and organisational skills * Confident communication style and ability to work effectively in a close knit office team If you are an experienced Paraplanner or currently working towards full qualification and seeking a supportive environment to complete your studies, apply today or get in touch for a confident...
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Paraplanner
7 days ago
Royal Leamington Spa, United Kingdom Premier Jobs UK Full timeThis 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...
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Paraplanner
2 weeks ago
Royal Leamington Spa, United Kingdom Premier Jobs UK Full timeParaplanner 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...
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Paraplanner
2 weeks ago
Royal Leamington Spa, United Kingdom Integro Partners Full timeParaplanner 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...
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Paraplanner
2 weeks ago
Royal Leamington Spa, United Kingdom Integro Partners Full timeParaplanner 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...
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Paraplanner
2 days ago
Royal Leamington Spa, United Kingdom RGH-Global Ltd Full timeOverview 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...
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Paraplanner
6 days ago
Leamington Spa, Warwickshire, United Kingdom RecruitUK Full time £25,000 - £40,000 per yearJob 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...
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Experienced Paraplanner
2 weeks ago
Royal Leamington Spa, United Kingdom Premier Jobs UK Full timeA 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...
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Senior Paraplanner
4 days ago
Royal Leamington Spa, United Kingdom Trowlock Wealth Management LLP Full timeJob 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...
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Paraplanner (Pensions Management)
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Ascent Financial Consulting Limited Full timeCompany 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...
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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...