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  • Location

    Leamington Spa, Warwickshire

  • Sector:

    Accountancy & Finance

  • Job type:


  • Salary:

    £37000 - £50000 per annum

  • Contact:

    Naomi Leugs

  • Contact email:


  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:



Royal Leamington Spa

£ Extremely Competive

We are pleased to be working with a well-established Financial Advisory with a reputation for providing a high quality service to their professional, business and private clients. Their sole objective is to provide sound financial advise and as such the majority of their clients come to the business through recommendation

They appreciate that their clients prioritise achieving financial independence, security and peace of mind and focus on helping then to achieve this.

As the company goes from strength to strength they now have a career opportunity for a self-motivated and commercially minded Paraplanner with a can-do attitude.

To be considered for this role you will need to have at least Level 4 Diploma Paraplanner qualified and have a minimum of 4 years experience within a similar role.

You will need to be confident assisting your clients in the following areas:

  • Investments
  • Pension advice
  • Mortgages
  • Life assurance.
  • Trusts
  • Tax

This is the role for you if……

  • You are looking to move into a role that focuses on utilizing, and building upon your existing high-level technical skills as well as fostering strong client relationships
  • You want to work closely with a tight knit team that provides ongoing support for our advisers and clients
  • You are looking for an opportunity where you can deploy your skills in the preparation of complex suitability letters, replacement cases, fund switches, withdrawals etc
  • You like to carry out compliant and detailed research and technical analysis to support advice given by the Financial Planners
  • You get satisfaction from working directly with clients as you process their cases and keep them updated on progress
  • You understand the need to have a high degree of accuracy and attention to detail in both your written and numerical work
  • You like working in an energetic team and are happy to lend a hand to colleagues when required.

If you feel that this is the perfect role for you to develop your career as a Paraplanner then please get in touch with Naomi asap.