Paraplanner

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

The Company

This local independent financial planning firm have a high
average tenure for their team and enjoy regular social events throughout the
year. They work collaboratively together for the benefit of their clients and
proudly support professional development, with many of their senior team
members having started in junior positions.

Paraplanner Requirements

• Salary of £33,000 – £40,000 depending on experience
• Plus 5% matched pension, 4x DIS, Christmas
  office closure, full benefits and wellness package, full funding towards industry
  qualifications and regular team / client social events
• 4 days office based and 1 day from home
  (following training / probationary sign off)
• The team thoroughly enjoy working together
• Soon to be moving to even better offices! (Still
  within Leamington Spa)
• Free parking available

Locations

Leamington Spa

Call
us now on 0208 0044 154 or click Apply

Liability
and Disclaimer

Whilst
Premier Jobs UK uses all reasonable efforts to ensure the information contained
in our adverts including any salary, benefits or on target earnings are
accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may
arise out of any person relying on or using any information.