Job Title: Paraplanner
Industry: Financial Planning
Location: Leamington Spa
Salary: Up to £45,000 (negotiable depending on experience)
Job reference: 9793
Job Description:
Recruit UK Are working with a highly respected, multi-award-winning financial planning firm, proudly listed in the Top 100 Adviser Firms. We value our people, invest in their development, and foster a genuinely supportive and collaborative team culture.
Due to internal progression and maternity leave, they're now looking for a qualified and experienced Paraplanner to join our paraplanning team and support our growing advice function.
The Role
You'll be joining a paraplanning pool, supporting five Financial Advisers, alongside two other paraplanners — one qualified and early in their career, and another currently completing an apprenticeship.
Key responsibilities:
* Produce high-quality suitability reports using Genovo
* Research across investments, pensions, and protection planning
* Perform cash flow modelling
* Complete technical analysis and documentation
* Occasionally attend client meetings alongside advisers
* Ensure advice complies with FCA regulations and firm standards
* Use Intelligent Office (iO) as our back-office system
Expe...