Paraplanner
Leamington Spa, Warwickshire
£30,000 - £40,000 (depending on experience and qualifications)
Permanent | Full-time
Our client is looking for an experienced Paraplanner to join a growing financial planning team in Leamington Spa. This role involves preparing detailed financial reports, carrying out technical research, and ensuring advice is compliant, client-focused, and practical. Its well suited to someone with a strong technical background who enjoys working closely with advisers in a supportive team environment.
Key Responsibilities:
* Work alongside Financial Advisers to design tailored financial plans based on client objectives
* Prepare clear, compliant, and well-structured suitability reports
* Carry out detailed product and provider research across pensions, investments, protection, and tax planning
* Liaise with clients and providers to obtain necessary information and documentation
* Keep up to date with regulatory and industry developments, ensuring advice remains compliant
* Support the use of cash flow modelling and financial planning tools
* Attend client meetings with Financial Advisers where appropriate
Essential Requirements:
* Previous paraplanning experience
* Strong knowledge of pensions, investments, and protection products
* Excellent communication skills, both written and verbal
* High attention to detail with strong analytical abilities
* Proficient with back-office systems and financial planning software
Whats on Offer:
* Study support for further professional development (e.g., Chartered status)
* Additional Christmas closure period
* Comprehensive benefits and wellbeing package
* Supportive team culture with regular social and charity events