Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more structured, technical paraplanning role.
You will join a well established financial planning firm and support their advisers with research, analysis and suitability reports. The position has arisen due to internal progression within the team, offering a stable role with clear development potential. Working closely with experienced paraplanners and advisers, you will gain exposure to a broad range of cases while receiving hands on guidance to strengthen your technical capability.
Day to day, you will prepare research, draft suitability letters, assist with adviser recommendations and ensure documentation meets regulatory standards. Alongside your core duties, there may also be opportunities to take on additional project based work outside normal office hours once competent, providing the chance to enhance your annual earnings if desired. For candidates seeking longer term development, the firm also supports a gradual pathway into advice.
Junior Paraplanner Requirements
- Level 4 Diploma qualified or close to completion essential
- Experience within an IFA or financial planning environment essential
- Experience producing reports or supporting Paraplanners desirable
- Competence with industry software desirable
- High technical accuracy and strong written communication essential
The Company
A long standing and reputable financial planning firm known for its friendly and structured office culture. The team benefits from clear processes, supportive colleagues and a stable workload, creating an ideal environment to continue building paraplanning expertise.
Junior Paraplanner Benefits
- Salary up to £30,000 plus potential additional project work to enhance earnings
- Full time office based role, Monday to Friday 9am to 5pm
- Exposure to a broad range of financial planning work
- Supportive team with strong retention and long serving staff
- 28 days holiday including bank holidays plus your birthday off
Location
Candidates should live within a reasonable commute of Leamington Spa or nearby areas as this is an office based role.
If this Junior Paraplanner job feels like the right step for you, please apply to be considered.
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