Paraplanner
2 days ago
Job Description:
Paraplanner
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 compliant, client-focused, and practical. Its well suited to someone with a strong technical background who enjoys working closely with advisers in a supportive team environment.
Key Responsibilities:
Work alongside Financial Advisers to design tailored financial plans based on client objectives
Prepare clear, compliant, and well-structured suitability reports
Carry out detailed product and provider research across pensions, investments, protection, and tax planning
Liaise with clients and providers to obtain necessary information and documentation
Keep up to date with regulatory and industry developments, ensuring advice remains compliant
Support the use of cash flow modelling and financial planning tools
Attend client meetings with Financial Advisers where appropriate
Essential Requirements:
Previous paraplanning experience
Strong knowledge of pensions, investments, and protection products
Excellent communication skills, both written and verbal
High attention to detail with strong analytical abilities
Proficient with back-office systems and financial planning software
Whats on Offer:
Study support for further professional development (e.g., Chartered status)
Additional Christmas closure period
Comprehensive benefits and wellbeing package
Supportive team culture with regular social and charity events
£ 30, ,000.00
British Pound Sterling)
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