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Enter Job title or skill to search relevant jobs Enter your city or postcode to show jobs in your location This advertiser has chosen not to accept applicants from your region. Full Job DescriptionJob title: Paraplanner Location:Leamington Spa, Warwickshire Salary:£33,000.00 - £40,000.00 depending on experience and qualifications Job type: Full-time, Permanent About us: We are a well-established,client-centred financial services firm committed to providingpersonalised, impartial financial advice. Our strength lies in ourindependence, allowing us to offer truly bespoke solutions tailored toeach client’s unique financial goals. Due to continued growth, we’relooking for an experienced Paraplanner to join our dedicated team andplay a key role in supporting the delivery of high-quality financialplanning services. The role: Workingalongside our advisers, you will be responsible for preparingcomprehensive financial reports, undertaking technical research, andhelping ensure that our advice is compliant, client-focused, andactionable. This role is ideal for someone with a strong technicalfoundation who enjoys being part of a close-knit team that valuesquality over quantity. Key responsibilities: Collaborate with IFAs to build tailored financialplans based on client needs and objectives Produce clear,compliant, and well-structured suitability reports Conductin-depth product and provider research across pensions, investments,protection, and tax planning Liaise with clients andproviders to gather necessary documentation and data Staycurrent with regulatory and industry changes, ensuring advice remainscompliant Cash flow modelling and use of financial planningtools Attend initial meetings with our Independent FinancialAdvisers Certificate in Paraplanning qualification or higher Experience in paraplanning within an IFA environment Strong knowledge of investment, pension, and protectionproducts Excellent written and verbal communication skills High level of attention to detail and strong analyticalskills Comfortable using back-office systems and financialplanning software What we offer: The chance to work in a respected, growing IFA firm with asupportive culture Study support for further qualifications(e.g. Chartered status) 20 days holiday plus bank holidays,increasing with tenure Christmas office closure Fullbenefits and wellness package Regular social and charityevents How to apply: Ifyou're a passionate and detail-driven Paraplanner looking to make animpact in a truly supportive environment, we’d love to hear from you.Please send your CV and a short cover letter outlining your experienceand interest in the role to Asking for money or seems like a fake job Incorrect company, location or job details I think it's NOT a Job, but selling something This job does not match my search criteria The job has expired Unable to apply for this job Job posting appears incomplete or broken Other Your Email * Describe your problem below: * 0 / 30 to 300 words. 0 / 300 All Direct Job Ads are subject to WhatJobs Terms of Service . We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by WhatJobs. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed. Report to WhatJobs WhatJobs:0Paraplanner jobs in Royal Leamington Spa View Jobs#J-18808-Ljbffr