Job Description

 Are you looking for a Junior Paraplanner job where you can build your paraplanning skills, work closely with experienced colleagues and develop your career within a supportive financial planning environment? This opportunity would suit someone who enjoys the detail, takes pride in high quality work and is ready to progress from administration into a more technical role.

You will be joining a well established financial planning firm and supporting their advisers with research, report writing and suitability documentation. The role has become available due to internal progression within the paraplanning team, creating an excellent opportunity for someone looking to grow. You will work alongside experienced team members who can provide training and guidance, while handling a steady flow of varied cases that will strengthen your technical knowledge. This role will suit individuals who enjoy accuracy, structure and contributing to a smooth advice process. The position is office based, giving you direct access to the wider team and a collaborative working environment.

Key duties will include preparing research and analysis, drafting suitability letters, supporting adviser recommendations and ensuring all work meets regulatory standards. You will gain exposure to a broad range of financial planning, helping you build confidence and long term capability. While this position has clear development potential, it is designed as a stable and technically focused role rather than a fast track into advice.

Junior Paraplanner Requirements

• Level 4 Diploma qualified or close to completion essential
• Experience within an IFA or financial planning environment essential
• Experience supporting Financial Advisers or Paraplanners desirable
• Competence with industry software desirable
• Strong technical accuracy and written communication skills essential

The Company

A long standing and reputable financial planning firm with a friendly and structured office environment. The business has a strong reputation for providing quality financial advice and prides itself on its collaborative team culture. They offer a steady workload, supportive colleagues and opportunities for development within the paraplanning function.

Junior Paraplanner Benefits

• Salary of £33,000 to £35,000
• Full time, office based working
• Exposure to a broad range of financial planning cases
• Long standing and stable business environment with loyal team, many of whom have been with the business for 10+ years
• 28 days holiday including bank holidays, plus day off for your birthday

Location

Candidates should live within a reasonable commute of Leamington Spa or the surrounding areas, as this is a fully office based role.

If you feel this opportunity matches what you are looking for, please apply to be considered.

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