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Paraplanner
Job Posted: 12 hours ago
Salary: £ 33,000 - 40,000 / Annum
Job Type: Permanent
Location: Royal Leamington Spa, Warwickshire
Expire in: a month
Job Description
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
* Salary of £33,000 - £40,000 depending on experience
* Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events
* 4 days office based and 1 day from home (following training / probationary sign off)
* The team thoroughly enjoy working together
* Soon to be moving to even better offices! (Still within Leamington Spa)
* Free parking available
Locations
Leamington Spa
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Royal Leamington Spa, Warwickshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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