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- Tasks: Support Financial Advisors by building financial plans and conducting client meetings.
- Company: A local, independent financial planning firm with a strong community focus.
- Benefits: Competitive salary, matched pension, wellness package, and fully funded qualifications.
- Why this job: Join a supportive team and grow your career in financial planning.
- Qualifications: 3+ years as a Paraplanner and ideally Level 4 Diploma in Financial Planning.
- Other info: Enjoy regular social events and a collaborative work environment.
The predicted salary is between 28680 - 34400 £ per year.
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 and 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
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.
Salary and BenefitsSalary 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.
LocationLeamington Spa
Paraplanner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial planning tools like IO and Voyant. Show them you’re not just a Paraplanner, but a tech-savvy one who can hit the ground running!
✨Tip Number 3
Don’t forget to showcase your soft skills! Being a great communicator is key in this role, so be ready to share examples of how you've effectively interacted with clients and advisors in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your 3+ years of experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Don’t forget to mention any specific software experience you have, like IO or Voyant.
Showcase Your Team Spirit: We love collaboration at StudySmarter! In your application, share examples of how you’ve worked effectively in a team before. This will show us you’re a great fit for our supportive environment.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your amazing skills and experience right away!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around building financial plans and suitability reports. Familiarise yourself with the tools mentioned in the job description, like IO or Voyant, as this will show you're ready to hit the ground running.
✨Show Your Team Spirit
This firm values collaboration, so be prepared to discuss how you've worked effectively in a team before. Share examples of how you’ve supported Financial Advisors or collaborated with other Paraplanners to achieve great outcomes for clients.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture and professional development opportunities. This shows your genuine interest in the role and that you’re keen to grow within the firm, just like the Director who started as an Administrator!
✨Be Yourself
The firm prides itself on its community spirit and social events, so let your personality shine through. Be authentic and relatable during the interview; they want to see if you’ll fit in with their friendly team atmosphere.
