Benefits:

• Company closure over Christmas
• Hybrid working
• Quarterly team days and away days
• Annual company trips
• On-site parking

Job Title: Paraplanner

Location: Leamington Spa / Hybrid

Salary: £40,000 – £50,000

About the Company:

A rapidly growing and ambitious financial planning business based in Leamington Spa is looking to recruit an experienced Paraplanner to join its expanding team.

This is an exciting opportunity for an experienced Paraplanner to join a business at an important stage of its growth. The successful candidate will play an important role in supporting the Financial Advisers and helping to develop the paraplanning function as the business continues to expand.

The business has a ambitious and close-knit team and places a strong emphasis on culture, development and progression.

The company also offers regular quarterly team days and away days, as well as an annual company trip.

Key Responsibilities:

• Providing high-quality paraplanning support to Financial Advisers
• Preparing suitability reports and client recommendations
• Researching financial products and investment solutions
• Preparing financial planning and pension recommendations
• Supporting pension and investment planning cases
• Conducting detailed product and provider research
• Preparing illustrations and supporting calculations
• Reviewing client information and financial objectives to support suitable recommendations

What We’re Looking For:

• Very experienced Paraplanner with a strong background within financial planning or wealth management
• Strong technical knowledge across pensions, investments and financial planning
• Excellent report-writing and research skills
• Strong attention to detail and a high level of accuracy
• Ability to manage a busy caseload and work to deadlines
• Someone who thrives in a fast-paced and growing environment
• A team player who is ambitious and keen to contribute to the continued growth of the business

Desirable Skills:

• Experience using Intelligent Office (IO)
• Strong pension and investment knowledge
• Experience producing suitability reports and complex financial planning recommendations
• Relevant financial planning qualifications
• Ability to demonstrate strong technical paraplanning capability

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.