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Technical Paraplanner


Thank you for your application for Technical Paraplanner. You will receive an email with confirmation of your application. Good luck!

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Leamington Spa

Salary £40000 - £45000

Recruiter Managing This Role

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm that focuses on providing high quality financial planning and investment management service.
During a period of growth, the client is looking for an experienced Paraplanner to join an existing team to support the successful Financial Planners of the business. You will have the opportunity to prepare suitability letters, reports, and recommendations and provide technical support to complex client queries.

What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a Paraplanner role in an IFA Practice
  • High level of analytical capability and good communication skills

What’s next?
Apply today to be considered for this Paraplanner 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Para-planner, Paraplanning

Back To Technical Paraplanner Job Description

Application For Technical Paraplanner