Paraplanning Expert

A forward-thinking financial services firm based in Warwick is searching for a skilled Paraplanner to provide high-quality support to their advisory team.

• Creating and updating client files, guaranteeing precision in pre-approval documentation and reports.
• Employing cutting-edge tools to generate innovative client advice, refining solutions through collaboration with the adviser.
• Presenting well-structured suitability reports, highlighting key findings and expert recommendations.
• Maintaining current awareness of FCA regulations and best practices, ensuring meticulous attention to detail.
• Engaging with clients to identify their distinct needs and preferences, fostering strong partnerships.

The successful candidate will possess a strong educational background in financial planning, preferably holding a Diploma level 4 qualification or nearing completion.

This stimulating opportunity offers room for career advancement, inclusive of options for promotion to senior paraplanner or financial planner positions, alongside comprehensive support for personal and professional growth.

A competitive salary range of £25,000 - £35,000 per annum highlights the company's dedication to rewarding its employees for their hard work and expertise.