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Job Title: Paraplanner
Job Type: Full-time
Location: Reading (Caversham)
Salary: Between £30,000- £35,000 depending on experience
About Us:
With decades of experience, our firm has established itself as a leader in the financial advisory industry. We are renowned for our commitment to excellence and personalised service, consistently guiding clients to achieve successful financial outcomes. Our approach to financial planning is rooted in understanding that everyone's journey is unique. We listen, tailor our strategies to individual needs, and provide unwavering support every step of the way. Join us and be part of a prestigious firm recognised for its expertise and dedication to client success.
About the Role:
We are excited to offer an incredible opportunity for an experienced Paraplanner to join our friendly and supportive team. This role is not just a job; it's a chance to be part of a dynamic firm and the esteemed Openwork network, which provides access to exceptional benefits, including extensive training and development opportunities.
As a Paraplanner, you will play a vital role in assisting our esteemed Advisors, contributing to our continued success. Initially, this position will be fully remote, transitioning to a hybrid model in Spring 2025, with the opportunity to work in our newly refurbished office in Reading.
Responsibilities:
- Conducting high quality research on a full range of financial planning products
- Drafting detailed reports to support specific product recommendations
- Liaising with product providers and staying updated on new products and developments
- Ensuring compliance with the company’s advice process and framework
- Collaborating effectively with the centralised team and advisors
- Obtaining information on a client’s existing financial arrangements and conducting a gap analysis
- Producing a suitability report and making high level recommendations in line with the clients’ objectives where required
- Researching the market in line with guidelines from the Adviser, using the client’s circumstances and objectives for product and service solutions and preparing personalised high-quality reports that are clear and written in plain English, including any compliance requirements
- Communication with the relevant Adviser throughout this process is of paramount importance.
Experience and Qualifications:
- Previous experience in paraplanning is essential; knowledge of retail investment products and platforms is a must
- Strong organisational and prioritising skills, with the ability to work under pressure
- Excellent verbal and written communication skills, able to influence at all levels
- Highly numerate and analytical, with self-motivation and initiative
- Team player with a solutions-oriented mindset
- Ability to think outside the box
- Strong PC skills with good knowledge of Office 365 including Word, Excel and Outlook
- Ability to balance commercial needs with compliance requirements.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma
- Knowledge of research tools & software (e.g. cashflow models and FEAnalytics)
- Knowledge in other areas such as protection, IHT planning and structured products
- Understanding of industry initiatives including Consumer Duty & TCF
- Able to assist with training and coaching of junior members of staff
- Desire to maintain knowledge of industry development
- Able to identify process improvements.
Key Skills and Personal Attributes:
- A positive, friendly, service orientated person with a "cando" attitude who is aware of the important role played by advisers in providing financial advice
- Honesty, integrity and ability to maintain confidence and confidentiality are key attributes. Hard working and responsive to the need to deliver a high-quality support
- You must have the ability to balance commercial needs with compliance requirements and be able to identify sales opportunities or flag any concerns.
Benefits:
- Flexible working arrangements
- Supportive team environment
- Company pension scheme
- Company events.
Join us and become part of a firm that values your expertise and offers a supportive environment for professional growth. Apply today and take the next step in your career with a recognized leader in financial advisory services.
