Paraplanner

This Paraplanner job in Newbury provides opportunity to join a rapidly growing, Chartered Financial Planning firm.

As a Paraplanner, you will be supporting their Chartered Financial Advisors, provide high quality, compliant financial planning to HNW / UHNW clients.

**Your responsibilities will include**:

- Provide technical, research and administrative support to develop suitable client recommendations
- Produce all relevant paperwork and regulatory requirements
- Produce compliant and detailed suitability reports
- Review and analyse client’s financial statements
- Prepare calculations to summarise net worth statements, investment performances etc
- Produce regular client portfolio reviews, technical and industry updates with relevant commentary
- Delegate work to the team of Administrators and maintain responsibility

Your support will predominantly focus on supporting the Managing Director.

**Paraplanner Requirements**
- You must have minimum 2 years’ experience as a Paraplanner
- You must be Level 4 Diploma qualified in Financial Planning or equivalent
- You must have experience of cashflow modelling and paraplanning for HNW clients

**The Company**

This Chartered Financial Planning practice provides high level, bespoke financial planning services with over £100m of funds under management. The Managing Director leads from the front and is highly respected by her peers. The company is continually growingtheir client numbers and funds under management.

**Paraplanner Benefits**
- Salary of £38,000 - £48,000 depending on experience and qualifications
- Plus, annual discretionary bonus, company pension, full sponsorship to Chartered, medical benefits after two years, 25 days holiday + BHs, plus birthday off
- Initially office based, reducing to 3 days in the office and 2 days at home
- 37.5 hours per week

**Location**

Near Newbury
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