Job Title: Paraplanner




Location: Leamington Spa (Hybrid/Remote)




Salary: £40,000 - £50,000 per annum + Benefits




About the Role



We are seeking a proactive, adaptable, and forward-thinking
Paraplanner to join our team in Leamington Spa. Supporting busy Financial Advisors, you will play a central role in driving business growth, embracing innovation, and delivering an exceptional client experience.



Our paraplanning process is streamlined and supported by
cutting-edge AI tools , meaning report writing and research are significantly less time-consuming than traditional methods. This allows you to focus on quality, accuracy, and providing genuine value to our advisors and clients.



Are an
experienced Paraplanner, this hybrid position offers the perfect balance of flexibility, progression, and variety.




Key Responsibilities




Paraplanning & AI-Enhanced Duties:

• Utilize AI-driven paraplanning software to efficiently generate Suitability Reports and financial planning documentation.


• Conduct fund research, product comparisons, and gather existing policy information (e.g., cashing in, transfers, and projections).


• Review, refine, and verify AI-generated technical content to ensure strict compliance with FCA standards.


• Draft cash-flow modeling scenarios and technical recommendations in alignment with advisor guidance.

What We Are Looking For

• Experience: Proven track record in an Independent Financial Advisory (IFA) environment as a Paraplanner.


• Tech-Savvy & Open Mindset: Familiarity with paraplanning principles and a high comfort level using modern advisor software or AI-driven tools.


• Team Player & Positive Attitude: Someone who brings energy, ideas, and a desire to make a lasting, positive impact on business operations and culture.


• Adaptability: A mindset that welcomes growth, process improvement, and organizational change.


• Communication: Excellent verbal and written communication skills with strong attention to detail.

What We Offer

• Competitive Salary: £40,000 - £50,000 depending on experience.


• Hybrid Working: Flexible on days


• Holiday Package: 23 days annual leave + Bank Holidays + Guaranteed Yearly Christmas Shutdown.


• Professional Development: Full exam and study support for CII / Personal Finance Society qualifications.


• Annual Pay Review: Regular reviews to ensure your reward grows alongside your contribution.


• Social Culture: Annual company outings, team trips, and regular social events.

How to Apply



If you are a positive, organized professional looking to step into a progressive environment where your input genuinely matters, apply today with your CV.