Royal Leamington Spa
Paraplanner Leamington Spa Up to £40,000
Our Leamington Spa based client is seeking an experienced Paraplanner to join their friendly and professional team. This is a fantastic opportunity to be part of a respected financial planning firm that truly values career development, with study support available for part qualified candidates looking to complete their qualifications.
Key Duties:
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Prepare detailed suitability reports and client documentation
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Conduct research and analysis to support financial planning recommendations
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Assist advisers with client meetings and follow up actions
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Maintain accurate client records and ensure compliance with FCA regulations
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Support the wider advice team to deliver an exceptional client experience
Requirements:
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Previous experience as a Paraplanner within an IFA or financial planning environment
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Strong technical knowledge across pensions, investments, and protection
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Progress towards Level 4 Diploma in Regulated Financial Planning, with study support provided for completion
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Excellent attention to detail and organisational skills
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Confident communication style and ability to work effectively in a close knit office team
If you are an experienced Paraplanner or currently working towards full qualification and seeking a supportive environment to complete your studies, apply today or get in touch for a confidential discussion.