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Paraplanner
Job Posted: a day ago
Salary: £ 38,000 - 50,000 / Annum
Job Type: Permanent
Location: Winnersh, Wokingham
Expire in: a month
Job Description
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
* At least 5 years 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 LeaveBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Winnersh, Wokingham! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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