Paraplanner

21 Days Old

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...
Location:
Leamington Spa
Salary:
£35,000 - £45,000 per annum
Category:
Accounting & Finance

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