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