• Shortlist
Location LEAMINGTON SPA , Warwickshire
Sector Financial Services
Salary £30,000 - £35,000 Per Annum
Type Permanent
Consultant Conor Macdonald
Ref 57295

A brand new opportunity has arisen for an enthusiastic and experienced Paraplanner to join a thriving, friendly and growing financial planning practice based in Royal Leamington Spa. 


The Opportunity

The role will involve working closely with the existing team to support the company directors and advisers in looking after a portfolio of clients. The successful candidate will be provided with a broad exposure to financial planning matters, a competitive salary and good benefits package that includes free parking and exam support.


What's needed for me to be considered?

  • Experience as a Paraplanner within an IFA firm is essential
  • Good knowledge of writing suitability reports
  • A broad base of compliance knowledge
  • Level 4 Diploma qualification desirable but not essential

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.