Job Title: Paraplanner

Industry: Financial Planning

Location: Leamington Spa

Salary: £40,000 - £50,000

Job reference: 10654

Job Description:

Recruit UK are working on an excellent opportunity for an experienced Paraplanner to join a client-focused, boutique independent financial planning firm based in Leamington Spa.

This is an exciting opportunity to join a forward-thinking practice that prides itself on building long-term client relationships and delivering a high-quality, personalised financial planning service.

My client is looking for an experienced Paraplanner to join their growing team, supporting advisers in delivering tailored financial solutions to a diverse client base. The successful candidate will play a key role in preparing high-quality financial planning reports, supporting the advice process and ensuring clients receive an exceptional level of service.

What’s in it for you?

• Competitive salary of £40,000 - £50,000, dependent on experience.
• Hybrid working
• 23 days of annual leave plus bank holidays
• Pension Scheme
• Annual incentive trip (performance dependent)
• A supportive working environment within a boutique, independent financial planning firm that values its team and focuses on building lasting relationships with clients

Skills and Experience Required

• Level 4 Financial Planning Diploma
• Previous experience working as a Paraplanner within an IFA or independent financial planning environment
• Strong technical knowledge of pensions and investments
• Experience preparing suitability reports and supporting financial advisers

About Recruit UK

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or trying to fill a role. We have a network of more than 100,000 financial services connections and are passionate about helping candidates find the right opportunities for their skills, experience and career ambitions.

Our Commitment to You

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. If we think you already have it, we’ll tell you.
• Take a holistic approach to career happiness, recognising that it is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.