Paraplanner

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.