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Paraplanner — Elevate Financial Planning & Reporting

Job in Royal Leamington Spa, Warwickshire, CV32, England, UK
Listing for: Integro Partners
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
A client-centred financial services firm in Royal Leamington Spa seeks an experienced Paraplanner to prepare comprehensive financial reports and conduct in-depth research. The ideal candidate will have a Certificate in Paraplanning and experience within an IFA environment. Responsibilities include collaborating with advisers to tailor financial plans and ensuring compliance with regulations. The firm offers a supportive culture, study support for further qualifications, and benefits such as holiday entitlement and social events.
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