Paraplanner
22 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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