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Paraplanner

Wokingham

£38,000 - £50,000

We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do.

Responsibilities

Responsible for day-to-day paraplanning tasks – identifying what’s required, where client cases have information missing or outstanding actions.

Working with the advisers and administrative team to obtain information and subsequently writing a suitability report ready for adviser’s approval.

Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required

Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties

Identify areas for financial planning and developing solutions suitable to meet the client’s needs and objectives. This will include the preparation of tax calculations where necessary.

Requirements

Have at least Level 4 Diploma in Financial Planning or equivalent

Hold prior experience as a Paraplanner

What’s on offer

25 days annual leave (plus bank holidays)

Life cover – you will receive 4x death in service

Flexible hours

Paid sick leave

Upgrade in Maternity / Paternity / Shared Leave