Paraplanner in Royal Leamington Spa

Paraplanner Leamington Spa, Warwickshire – £33,000 to £40,000 DOE and qualifications. Permanent, full time.

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.

About usWe 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 client\’s unique financial goals. Due to continued growth, we\’re 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.

Key responsibilities

Collaborate with IFAs to build tailored financial plans based on client needs and objectives

Produce clear, compliant, and well‐structured suitability reports

Conduct in-depth product and provider research across pensions, investments, protection, and tax planning

Liaise with clients and providers to gather necessary documentation and data

Stay current with regulatory and industry changes, ensuring advice remains compliant

Cash flow modelling and use of financial planning tools

Attend initial meetings with our Independent Financial Advisers

Essential requirements

Certificate in Paraplanning qualification or higher

Experience in paraplanning within an IFA environment

Strong knowledge of investment, pension, and protection products

Excellent written and verbal communication skills

High level of attention to detail and strong analytical skills

Comfortable using back‐office systems and financial planning software

What we offer

The chance to work in a respected, growing IFA firm with a supportive culture

Study support for further qualifications (e.g. Chartered status)

20 days holiday plus bank holidays, increasing with tenure

Christmas office closure

Full benefits and wellness package

Regular social and charity events

#J-18808-Ljbffr