Job Details

Paraplanner / Paraplanning Assistant - Leamington Spa

Sector:Financial Services

Region : West Midlands

Location: Leamington Spa

Salary: £20,000-30,000 + benefits

Job Ref.: SL:LMGTSP

Job Information

A large boutique IFA practice based in Leamington Spa have seen an overwhelming growth in new business and as such are looking to add technical support to their offices. This position is for an experienced IFA Administrator or Paraplanner only.

Successful candidates will fit the below profile:

• A minimum of 3 years' experience as either a Senior IFA Administrator or Junior/Trainee Paraplanner at an Independent Financial Advisor's
• A minimum of R01/CF1/FPC1 examinations, preferably with a view to becoming DipFA qualified
• Well versed in O&M, Standard Life Platforms, Voyant and Avelo (First/Advisor Office)
• Experienced in writing templated suitability letters and undertaking fund research and valuations
• Sound knowledge of pensions, life and investment regulations as per the FCA
• Able to process new business to completion and experienced in creating and updating client portfolios prior to meetings
• A positive attitude with a "can-do" approach, strategically minded and able to work independently


In return, successful candidates can expect an above-market-rate salary for their level of experience/qualifications, full study support beyond Diploma and a host of benefits.

The position will also see successful candidates progressing to either senior technical based roles or even advisor status.

If you fit the above profile and are interested in this role please apply within and one of our consultants will be in touch.