Paraplanner Role
1 day ago
This is a hybrid-based Paraplanner role near Reading, suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
Key Responsibilities- Providing research, analysis, and report writing support to assist Financial Advisors in delivering quality, appropriate, and compliant financial planning.
- Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate.
- Providing accurate, timely, and compliant suitability reports.
- Utilising technology to produce accurate solutions.
- Undertaking financial calculations, including CGT and annual allowances.
- Ensuring all advice documentation is compliant.
- Effectively communicating internally and externally.
- Working closely with Financial Advisers to gather sufficient information.
- Providing clear instructions to the team of Administrators to ensure proposals and documents are completed correctly.
- Experience as a Paraplanner.
- Good knowledge of financial planning and experience of writing suitability reports.
- Confidence in undertaking research and financial calculations.
- Holding a Level 4 Diploma in Financial Planning (or equivalent) or being willing to work towards this (support provided).
- Salary of £35,000 - £40,000 depending on experience plus company benefits.
- Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10%, and 24 days holiday + bank holidays, rising up to 30 days.
- Hybrid working.
- 37.5 hours per week.
- Excellent career progression, with individual development plans shaped around your desired career path.
Reading
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