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Are you an experienced Paraplanner looking to take your career to the next level? Our client, a highly respected and well-established Independent Financial Advice firm, is seeking a skilled and client-facing Paraplanner to join their team. This firm, located near Reading, Berkshire, offers an array of services including Pensions, Investments, Tax Planning, IHT, Mortgages, and Protection to a high-net-worth client base across Berkshire and the Southeast.
With a rich 20-year history in financial planning, they’ve built a robust and ever-growing client base. Now, they need a dynamic Paraplanner (preferably with Chartered Status) who will work closely with a team of three top-tier, motivated financial advisors. As a Paraplanner, you will play a crucial role in nurturing long-term relationships with existing clients while supporting the delivery of tailored, comprehensive wealth management strategies alongside the advisory team.
This position is perfect for a Paraplanner who thrives on the service and technical aspects of wealth management, someone who is passionate about providing holistic advice while always putting the client's best interests first. You’ll be integral to the continued success and growth of the business, supporting the management of client wealth through meticulous planning and expert advice.
In this role, you’ll be collaborating with experienced advisors who have built up this trusted client portfolio over the last two decades. As a Paraplanner, you will also have the chance to share your knowledge and expertise with a dedicated team of administrators eager to learn from your experience.
This is an exciting opportunity for a Paraplanner who not only excels at cultivating strong client relationships but is also keen to mentor junior team members. If you are already working in a Private Client Wealth Management role, providing detailed paraplanning support to financial advisors, we would love to hear from you!
If you’re ready to join a forward-thinking financial planning firm and advance your career in a client-focused environment, get in touch with Laura at Financial Divisions
