Paraplanner

Overview

Leamington Spa, Warwickshire £30,000 - £40,000 (depending on experience and qualifications) Permanent | Full-time

Our client is looking for an experienced Paraplanner to join a growing financial planning team in Leamington Spa. This role involves preparing detailed financial reports, carrying out technical research, and ensuring advice is compliant, client-focused, and practical. It’s well suited to someone with a strong technical background who enjoys working closely with advisers in a supportive team environment.

• Work alongside Financial Advisers to design tailored financial plans based on client objectives
• Prepare clear, compliant, and well-structured suitability reports
• Carry out detailed product and provider research across pensions, investments, protection, and tax planning
• Liaise with clients and providers to obtain necessary information and documentation
• Keep up to date with regulatory and industry developments, ensuring advice remains compliant
• Support the use of cash flow modelling and financial planning tools
• Attend client meetings with Financial Advisers where appropriate

• Previous paraplanning experience
• Strong knowledge of pensions, investments, and protection products
• Excellent communication skills, both written and verbal
• High attention to detail with strong analytical abilities
• Proficient with back-office systems and financial planning software

• Study support for further professional development (e.g., Chartered status)
• Additional Christmas closure period
• Comprehensive benefits and wellbeing package
• Supportive team culture with regular social and charity events