Senior Paraplanning Vacancy in Leamington Spa

RobSimpson

We are looking for an experienced and qualified paraplanner to join our professional and friendly firm of independent financial advisers and bring a high level of expertise to our existing paraplanning team.

To be considered for the role you will already have experience in carrying out research, analysis, financial modelling and suitability reporting on a wide range of focused financial planning matters and holistic financial planning.

Additionally, you will have attained the minimum qualified of The RQF level 4 Diploma in Regulated Financial Planning or it's equivalent.

If you already excel in the field of paraplanning or feel that you are ready to take the next step from "good" to "great" then this is a fantastic opportunity to improve and use your skill set to the maximum.

Accuracy, attention to detail, case management and working as part of the team are a prerequisite.

Occasionally, you will be required to attend client meetings with the client adviser and also be able to delegate administrative tasks to our administrators.

Experience in using the software we use would be advantageous (Intelliflo, Voyant, FE Analytics, Select A Pension, Capita and Genovo) but not essential as training would be provided to you.

We are very supportive employer with regards to our staffs' professional development with over 90% of the team currently progressing through various educational programmes to further enhance their skill sets.

If you have got this far and wish to discuss this opportunity with me then please get in touch via my email, rob@simpsonfs.co.uk

Many thanks.