Paraplanner

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This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients.
Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings.
The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago!
Paraplanner Requirements
You should have 3+ years experience as a Paraplanner
Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning
Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline
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Location:
Royal Leamington Spa
Salary:
£40,000
Job Type:
FullTime
Category:
Accounting & Finance

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