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Financial Planning Paraplanner

1 month ago

Reading, Reading, United Kingdom Recruit Wealth Ltd Full time
Paraplanning Support Role

Our national Financial Planning client is seeking experienced Paraplanners to join their regional Reading offices. This is an excellent opportunity to work with a well-established brand that has secured Private Equity backing, resulting in rapid growth and expansion.

Vacancy Overview and Responsibilities

The successful candidate will work closely with the Office and Client Delivery Manager, and an established team of Paraplanners, to provide integral support to the wider team. Key responsibilities include:

  1. Preparing pre-approval documentation, ensuring recommendations are researched and signed off by Compliance, Technical, and the Investment Team where necessary.
  2. Carrying out relevant financial calculations on behalf of the Wealth Planning Advisers, including CGT and AA.
  3. Effective communication at all times, both internally and externally, verbal and in writing.
  4. Confident use of Microsoft Office products and the ability to learn new systems and processes.
  5. Good working knowledge/experience of the financial services industry and suitability reports.
  6. Comprehensive knowledge of a wide range of financial products and services.
  7. Confident undertaking research to assess advice, including tax calculations (e.g. capital gains tax, inheritance tax, chargeable events on life assurance products).
  8. Experience of working within defined service standards and procedures, with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice.

A competitive salary, company bonus, excellent benefits, and a professional working culture are on offer. Hybrid/Work from home is fully supported. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply to us here at Recruit Wealth for an immediate response.