Paraplanner - Part or fully qualified considered

Paraplanner - Part or fully qualified considered

Location - Reading

Salary up to £45000 DOE

Hybrid working with up to 3 days from home

• Are you a dedicated Paraplanner seeking to be part of a dynamic business?
• Do you want to work for a company that values a holistic approach and fosters a supportive team culture?

Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.

About the Role:

As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:

• Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
• Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
• Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
• Maintaining strong relationships with product providers and leveraging these connections when needed.
• Preparing research, valuations, and portfolio commentary for client meetings and updates.
• Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
• Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.

This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.

Experience & Qualifications:

Essential:

• Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
• High numeracy and analytical skills with exceptional attention to detail.
• Self-motivated, able to work independently, and a proactive team player.
• Proficiency in Office 365, including Word, Excel, and Outlook.

Desirable:

• Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
• Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
• Knowledge in areas such as protection, inheritance tax planning, and structured products.
• Experience in identifying process improvements and implementing effective solutions.

Why Join Us?

• Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
• Other benefits include flexibility with home working - this role will operate a hybrid working function with up to 3 days from home
• Full support with continuing professional development through exams.