Paraplanner

Overview

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 clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago!

Paraplanner Requirements

• You should have 3+ years' experience as a Paraplanner
• Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning
• Individuals with experience of using any of the following would be beneficial : IO, Voyant, FE Analytics, Defacto or iPipeline

The Company

This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions.

Paraplanner Requirements

Locations

Leamington Spa

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