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Job title: ParaplannerWhile professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.Location: Leamington Spa, WarwickshireSalary: 33,000.00 - 40,000.00 depending on experience and qualificationsJob type: Full-time, Permanent About us:We are a well-established, client-centred financial services firm committed to providing personalised, impartial financial advice. Our strength lies in our independence, allowing us to offer truly bespoke solutions tailored to each clients unique financial goals. Due to continued growth, were looking for an experienced Paraplanner to join our dedicated team and play a key role in supporting the delivery of high-quality financial planning services.The role:Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone with a strong technical foundation who enjoys being part of a close-knit team that values quality over quantity.Key responsibilities:Collaborate with IFAs to build tailored financial plans based on client needs and objectivesProduce clear, compliant, and well-structured suitability reportsConduct in-depth product and provider research across pensions, investments, protection, and tax planningLiaise with clients and providers to gather necessary documentation and dataStay current with regulatory and industry changes, ensuring advice remains compliantCash flow modelling and use of financial planning tools Attend initial meetings with our Independent Financial AdvisersEssential requirements:Certificate in Paraplanning qualification or higher Experience in paraplanning within an IFA environment Strong knowledge of investment, pension, and protection productsExcellent written and verbal communication skillsHigh level of attention to detail and strong analytical skillsComfortable using back-office systems and financial planning softwareWhat we offer:The chance to work in a respected, growing IFA firm with a supportive cultureStudy support for further qualifications (e.g. Chartered status)20 days holiday plus bank holidays, increasing with tenureChristmas office closureFull benefits and wellness packageRegular social and charity eventsHow to apply:If you're a passionate and detail-driven Paraplanner looking to make an impact in a truly supportive environment, wed love to hear from you. Please send your CV and a short cover letter outlining your experience and interest in the role to adele@simpsonfs.co.uk.