Position: Paraplanner - Full Time / Part Time (minimum of 20 hours per week)
Reporting to: Directors Location: Leamington Spa – mix of office and home working
We are looking for an enthusiastic and self-motivated individual to join our team in Leamington. The ideal candidate should have a positive, 'can do' attitude, ethical values and always be willing to do the job to the best of their ability. As a business we put our clients at the heart of everything we do and this role will be integral in helping us achieve this.
We consider this to be a real opportunity for someone to make a big impact in a growing business and benefit from the career development that can come with this.
The Role We are open to this role being either a developmental role for a promising individual or for an established competent paraplanner to come in and make the role their own.
There are three key elements to this role:
* Paraplanning – research, analysis, plan design, report writing and client communication.
* Administrative support – we have an administrator but we all chip in.
* Personal development – technical knowledge, communication skills, level 4 and beyond.
Knowledge, Experience and Skills
* Ideally, experience in a paraplanning role gained within an IFA or equivalent environment focused on holistic financial planning for private and corporate clients encompassing pensions, investments and protection.
* Alternatively, someone with a strong and demonstratable interest in Financial Planning who is well read and already studying towards their professional qualifications.
* Understand current regulations and how they apply to clients.
* Experience in the preparation of suitability reports and client letters across a broad range of products and contract types.
* Strong research skills and detailed knowledge of pension, investment and protection products.
* Achieved Diploma in Financial Planning or equivalent (or working towards this).
Package
* Outstanding development opportunity
* Salary dependent on experience.
* 5% Pension
* 25 days holiday
* Private Medical Insurance
* All exams and training paid for
Job Types: Full-time, Part-time, Permanent
Pay: £25,000.00-£45,000.00 per year
Benefits:
* Company pension
* Private medical insurance
Work Location: Hybrid remote in Leamington Spa CV32 4LY