Paraplanner Role

1 day ago


Reading, Reading, United Kingdom Premier Jobs UK Limited Full time
Paraplanner Job Description

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.
Requirements
  • 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).
Company Benefits
  • 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.
Location

Reading



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