Are you passionate about ensuring the financial wellbeing of clients? Do you have experience in the Financial Planning industry as a Paraplanner? If so, we have the perfect opportunity for you to showcase your skills and expertise!
Paraplanner Salary is up to £45,000 and the role is based in the Wokingham office
Our client specialises in pensions and family wealth planning, offering clients personalised and situation-based advice. As a Paraplanner, you will play a crucial role in collaborating with the firms Financial Advisers to prepare recommendations and produce suitability reports. Your attention to detail and technical expertise will be instrumental in maintaining client records and ensuring FCA compliance.
Key Responsibilities:
Lead the preparation of suitability reports and associated documentation
Conduct technical calculations
Produce thorough research tailored for each client
Act as a knowledge bank for technical queries
Identify missing information and collaborate with advisers and administrators
Mentor less experienced team members
Provide administrative support as needed
Requirements:
Level 4+ Financial services qualifications
Detailed technical knowledge of Financial Services within an IFA environment
Ability to write suitability reports with efficiency and accuracy
Join this growing company and make a difference in the lives of their clients. If you are committed, knowledgeable, and ready to take on this exciting opportunity, apply now