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Paraplanner

Leamington Spa
Permanent
Simpson Financial Services Limited
Posted: 12h ago
Offer description

Job Description

Job title: Paraplanner


Location: Leamington Spa, Warwickshire


Salary: £33,000.00 - £40,000.00 depending on experience and qualifications


Job type: Full-time, Permanent


About us:

We are a well-established, client-centred financial services firm committed to providing personalised, impartial financial advice. Our strength lies in our independence, allowing us to offer truly bespoke solutions tailored to each client’s unique financial goals. Due to continued growth, we’re looking for an experienced Paraplanner to join our dedicated team and play a key role in supporting the delivery of high-quality financial planning services.


The role:

Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone with a strong technical foundation who enjoys being part of a close-knit team that values quality over quantity.


Key responsibilities:

1. Collaborate with IFAs to build tailored financial plans based on client needs and objectives
2. Produce clear, compliant, and well-structu...

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