Paraplanner

Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Reading offices.

The business is going from strength to strength with rapid growth and expansion due to securing Private Equity backing. Our client is a well-known, trusted brand and there has never been a better time to join them than now.

Please read on for further details……

Vacancy Overview and Duties

The role will see you working closely with the Office and Client Delivery Manager, and established team of Paraplanners to provide an integral function to the wider team.

Full paraplanning support to the Wealth Planning Advisers includes:

• Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate
• Providing accurate, timely and compliant suitability reports from template format
• Utilising all technology to produce accurate solutions for clients
• Carrying out relevant financial calculations on behalf of the advisers, including CGT and AA
• Proactive self-development and understanding industry changes
• Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements
• Effectively communicating at all times both internally and externally - verbal and in writing
• Working with the adviser to gather sufficient client information, including delegating appropriate information gathering tasks to Client Administration Team
• Understand and apply all of the company’s research systems
• Responsible for clear and concise instructions to Client Administration Team to ensure proposals and
• documentation is correctly completed.

What credentials will you have?

• Strong written and verbal communication skills
• Good organisation skills
• Confident using Microsoft Office products and the ability to learn new systems and processes
• Good working knowledge/experience of the financial services industry and suitability reports
• Comprehensive knowledge of a wide range of financial products and services.
• Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied.
• Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations (e.g. capital gains tax, inheritance tax, chargeable events on life assurance products).
• Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice
• Good track record in delivering customer satisfaction.
• Level 4 Diploma or very close to passing exams.

Benefits of joining the business

• Death in Service
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Program
• Medicash
• Pension
• Discretionary company annual bonus
• Progression
• Hybrid/Work from home
• Full support for further professional qualifications

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Staff retention is second to none with our client and we have represented them for years with excellent success.

Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates.

Home/office hybrid working is also fully supported.

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.