Paraplanner

3 weeks ago

Reading, United Kingdom Ortus PSR Full time

Are you current Paraplanning but feel like your current employer does not value your input? We are working with an IFA firm that is looking for a experience professional who is able to produce multi multi-pension reviews, investment suitability and reviewreports.

A leading IFA practice in Berkshire who specialise in pensions and family wealth planning with the objective is to provide high quality advice to a select number of clients is looking to make a critical hire and take on a Paraplanner.

**Salary**: £35,000 - £45,000

The role is fully supported by a full team of Administrators.

You will be collaborating withthe Financial Advisers to prepare recommendations and produce suitability reports

The role will involve promoting the company’s services in a professional and FCA compliant manner.

We are looking for someone who can act as a technical reference point for junior team members to assist with their person development.

You will have at least Level 4 Diploma in Financial Planning or equivalent

  • Business Development Manager

    1 month ago

    Reading, United Kingdom Punter Southall Group Full time

    Overview We are looking for an experience Business Development Manager to join our team covering London & South. In the role you will be required to attend adviser meetings both virtually and face to face driving new and incremental premium income to Guardian from your panel of medium and large intermediaries. You’ll be expected to build...

  • Client Services Apprentice

    4 weeks ago

    Reading, United Kingdom Goodall-Smith Wealth Management Full time

    Are you looking for an exciting new adventure in Business? We’re looking for a Client Services Administrator to join us for a Level 3 Business Administration Apprenticeship over 18 months within our successful finance wealth management practice in Berkshire. ‘Goodall-Smith Wealth Management’ is a highly successful partner practice of St James Place...

  • Self Employed Financial Adviser, Reading

    1 month ago

    Reading, Berkshire, United Kingdom CleverHR Full time

    Self Employed Financial Adviser, Reading (BP-1339) Our client has a new and rewarding opportunity for a qualified Financial Adviser to join its new office in Reading. The firm already has a large and successful team based in London and it is looking for ambitious and passionate advisers to expand its reach into Reading. The firm has a strong culture...