Paraplanner

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.

• Responsible for day‑to‑day paraplanning tasks – identifying what’s required and where client cases have missing information 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 written, oral or electronic) including client‑related communications with third parties.
• Identify areas for financial planning and develop solutions suitable to meet the client’s needs and objectives, including the preparation of tax calculations where necessary.

• Have at least Level 4 Diploma in Financial Planning or an equivalent qualification.
• Hold prior experience as a Paraplanner.

• 25 days annual leave (plus bank holidays).
• Life cover – 4× death in service.
• Flexible hours.
• Paid sick leave.
• Upgrade in Maternity / Paternity / Shared Leave.