Paraplanner

Leamington Spa, gb on site Until 8/21/2026 First posted March 27, 2025 Last posted March 27, 2025
Job description

Are you seeking the next step in your career as a paraplanner and see yourself in a new diverse role? An exciting new opportunity to work for a Wealth Management Firm located in a stunning Leamington Spa office has arisen.

Recruit UK are working on an excellent opportunity for a Paraplanner in Leamington Spa to join a Financial Planning Firm.

Our client offers a supportive and professional community feel in the work place making this a great environment for you to develop your career.

If you are confident at compiling research, cash flow modeling and producing suitability reports, then don’t hesitate in getting in contact.

This job position does not only offer a competitive salary but you will also receive a number of highly desirable benefits.

What’s in it for you:

  • Private dental and medical insurance
  • Generous holiday allowance
  • Company pension scheme
  • On site parking

Skills and experience required:

  • Ideally, working towards your CII Level 4 Diploma in Regulated Financial Planning or equivalent
  • Previous paraplanning experience
  • Accuracy, numeracy, attention to detail
  • Clear and concise communication skills – verbal and written
  • Collaborative and inclusive approach to work 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Leamington Spa on a Paraplanning role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.
About this role

Summary

Compile research, model cash flow, produce suitability reports in a financial planning firm

Job title

Paraplanner

Experience level

previous paraplanning experience

Industry

financial services

Location requirements

Leamington Spa, gb, on-site role

Salary

Not specified

Management role

No

Skills & keywords

Required skills

accuracynumeracyattention to detailcommunication

Preferred skills

CII Level 4 Diplomacollaborative approach

Specializations

cash flow modelingresearchreport writing
Locations

Structured locations inferred from the posting.

Royal Leamington Spa, UK

On-site City